Move forward with confidence
Whether you’re setting up a trust fund or a trustee yourself, you want to make sure that you’re doing the right thing. It’s a responsibility that anyone can have, no matter your background, and needs to be taken seriously as money, investments and property can be at stake.
Most people come into trusts knowing very little about how they are set up and managed, so it’s a good idea to lean on an independent financial planner like us for support.
The Financial Conduct Authority do not regulate trusts.
How we will help
Establish a clear understanding
If you don’t understand your obligations as a trustee, it’s our role to help you. We’ll offer clarity and give you the knowledge to understand what you’re looking for and your requirements.
Fill you with confidence
It’s likely that you’ve never dealt with a trust before. We will be a guiding hand and help you review everything and document what you’ve done. Most of all, we make you feel like you are doing your best in your duties.
Annual reviews tailored to you
Once a year, we meet to conduct a specific trustee review. Rather than tagging it on a personal review, we’re one of a few companies that review trusts differently and ensure you have the right documentation.
Put you on the right path
If you have dabbled in trusts before but not really understood what you’re doing, we will take a step back and check what you’ve already done. We’ll let you know what’s right and give you some rules to follow.
Are you thinking...
It’s ok to have plenty of questions about trusts – after all, it’s not something you’re ever taught about! By guiding you every step of the way, you will make informed decisions and plan for the future effectively.
Steve and the team understand me and my aspirations, and they have guided me along the way