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
23 November 2020
Collectively our six portfolios outperformed their respective benchmarks on 25 out of 30 occasions.
Global stock markets, with the help of some US$6tn of government money and central bank stimulus, have made a remarkable recovery from the lows of March. Our own portfolios have held up very well a...
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20 November 2020
The ability of scientists to develop a Covid-19 vaccine within months is truly remarkable and lifesaving.
As we come to the end of 2020, we have to look back at what we have been through this year, what we have discovered and what we can look forward to. Collectively we have endured loss of liberty, a ...
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20 November 2020
Where do we go from here?
The advancement of technology and the data/digital age has accelerated in 2020. The world has embraced more change more quickly that it might have, due to the global lockdowns.
Read more...
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