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
02 July 2020
Our new portfolios are positioned for the next phase.
We are publishing the new Edition 33 of the Estate Capital investment portfolios tomorrow and sending clients either through our new portal, by email or by post our rebalance request. We fully reco...
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15 June 2020
Markets are suffering from altitude sickness.
The steady upward march of global stock markets was brought to a halt last week with the threat of a second wave of coronavirus and a bleak economic outlook hitting sentiment. The past ten weeks h...
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15 June 2020
The first full month of lockdown saw a -20.4% fall in UK GDP.
The Organisation for Economic Co-operation and Development (OECD) has recently predicted that the UK will suffer a greater annual hit on our economy, due to coronavirus, than other leading nations....
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