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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.
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Trustee Responsibility
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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
16 July 2019
Jerome has recognised a policy error
While we were compiling the research for our 30th Edition portfolios last November, we were concerned about several factors that were unsettling world markets.
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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...
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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...
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