Call us on 01792 477763 Contact Us

Trustee Responsibility

Make the most of your trust assets.

Trustee Responsibility
  • Home
  • Trustee Responsibility

Trustee Responsibilities

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

Client Story - Investment Advice

Sound knowledge
Paul McAdam

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.

Client Testimonials

Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service.

Read More
Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Liam Connor

Liam Connor

Client Relations Manager View Profile

Liam Connor

Client Relations Manager

Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a solution that's right for you.

Financial News & Investment Views from our blog | Read More

Busy trading floor of the New York Stock Exchange
15 July 2019

Late cycle, but not end of cycle

There are ongoing concerns about the likelihood of a global recession due to the length of this bull run, slowing economic growth and high levels of global debt. However, looking forward there is c...

Read more...
Federal Reserve Building, Washington DC, USA.
12 July 2019

Some recession indicators have flashed

On 22nd March, the US Treasury yield curve inverted, causing concern in financial markets and acting as a warning to investors. Th is movement could imply that US bond market investors believe tha...

Read more...