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.
Call us on 01792 477763
Trustee Responsibility
Make the most of your trust assets.
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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
Sound knowledge
Chris Davies
Chartered Financial Adviser View ProfileChris Davies
Chartered Financial Adviser
Phil Johnson
Independent Financial Adviser View ProfilePhil Johnson
Independent Financial Adviser
Kevin Jones
Independent Financial Adviser View ProfileKevin Jones
Independent Financial Adviser
Liam Connor
Client Relations Manager View ProfileLiam Connor
Client Relations ManagerCall 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
20 May 2021
Collectively our six portfolios outperformed their respective benchmarks on 20 out of 33 occasions.
Our last Portfolio Edition 34 was researched and built in November and December 2020 when the outcome of the expected recession, the furlough programme extension, the vaccine roll out and Brexit we...
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01 May 2021
The Chinese economy grew 18.3% in the twelve months to March.
The Chinese economy grew 18.3% in the twelve months to the end of March 2021. This is a remarkable recovery from last year. This 18.3% growth comes on top of the news that the Chinese economy fully...
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01 May 2021
How has it gone so badly wrong for India?
On 23rd April India reported 332,730 new cases of Covid infection and a record 2,263 deaths. Hospitals are forced to stop admissions due to chronic oxygen shortages. Hospitals with desperately ill ...
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