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
28 January 2020
Concerns over the spread of the coronavirus are escalating
Concerns over the spread of the coronavirus are escalating as the death toll has jumped to 81 with 2,744 confirmed cases worldwide (as of 27th January). Travel restrictions on about 40 million peop...
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19 December 2019
Our portfolios outperformed their respective national benchmarks on 36 out of 42 occasions
Investment returns have been predominantly very good since the turn of 2019 with significant growth in both equity and bond markets. Despite these returns, it has not felt like a bull market due to...
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18 December 2019
A mistake by the Fed affects everyone
In late November, US stock markets hit new highs, buoyed by the Federal Reserve cutting interest rates, trade deal optimism, improved Q3 earnings and positive job growth numbers.
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