Trustees

Trustees can benefit from investment advice and planning that is specifically designed to help them meet their investment objectives in a cost effective manner. In seeking professional advice on the investment strategy within the Trusts they administer, Trustees also ensure they fulfill their responsibilities under the Trustee Act 2000.

Initially we offer a free consultation, of up to half an hour in length, to consider your individual circumstances. Our consultation offer is made without any obligation to take the service further.

Please note that the Financial Conduct Authority does not regulate trust advice.