Chartered Financial Planners
01792 477 763
Trustee Responsibility

Make the most of your trust assets.

Speak with one of our chartered financial advisers – we’ll take the time to understand your circumstances before providing financial advice that’s relevant to you.

Trustee Responsibility & Portfolio Management

You may be a solicitor acting on behalf of a trust or a lay trustee acting for a friend or family member.

The introduction of the Trustee Act 2000 made seeking investment advice on trustee investments advisable. The Act places a statutory duty of care on all trustees to look after the best interests of beneficiaries but offers wider investment powers in order to do so. Trustees need to be proactive in the selection and review of trustee investments.

We can offer professional and lay trustees investment advice and guidance on:

  • Investment objectives and policy
  • Investment mandates
  • Review current arrangements
  • Review investment selection and policy

Our Trustee Specialists

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Chris Davies

Chartered Financial Adviser

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Liam Connor

Client Relations Manager

Need Advice

If you would like to discuss any trustee responsibility issues, we would be pleased to answer any questions you may have.

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