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Trustees

Trustees consider your existing Trust funds that are not performing. By working with Trustees to review and change, where appropriate, your existing managers, providers and funds.

Trust funds can be transferred or re-registered, consolidating the funds giving enhanced analysis, this makes it much easier working with Trustees to identify any imbalances in terms of diversification and investment risk, working on performance options, maximising your Trust’s future potential growth and income objectives.

The facts are, no single market or sector will always outperform, no single fund manager can outperform in all market conditions. Fund managers have different investment approaches and expertise that suit different markets and asset classes. Asset managers do not want you to know that no one individual or firm is good at everything. Individual portfolio managers change roles and companies regularly. Is your Trust asset manager about to merge or be sold or your fund manager happy or currently looking for another job? What's inside your Trust funds and portfolio is only half the story, what's outside is just as important.   

We are independent whole of market advisers and free from all kinds of influence; not bound by any kind of agreement with any product provider, 22 years’ experience incorporating the many advantages of letting go traditional biases investing in both onshore and offshore global funds incorporating tax planning advice and benefits, working in conjunction with you and your Trust's solicitors and accountants on this subject is of paramount importance when considering onshore or offshore Trust funds.

We welcome Trustees who want to be informed and we are confident about the quality of our independent, free from any restrictions advice. Our fees are more than justified by the service we and benefits provided by our services. To back this up, give you peace of mind, we can organise for Trustees, new clients to speak to any of our clients at random direct to confirm these facts. We are happy to arrange a meeting without any obligation, on both parties.

Membership of the:

    CISI

Chartered Institute for Securities and Investment
Chartered Insurance Institute
The Personal Finance Society
The Royal Statistical Society

We are authorised and regulated by the Financial Conduct Authority. Our regulated activities comprise advising on and arranging investments. Our Financial Services Register number is 583160. You can check this on the FCA Register by visiting their website at www.fsa.gov.uk/register/home.do