Trustee and Deputy Financial Planning

We have built a solid reputation investing money on behalf of Deputies and Trustees. Our experience has earned the respect and trust from those we represent, and ensures that our involvement puts the interests of the client at the heart of our advice. We understand that it is not just putting the financial plans in place, but monitoring and adapting them over time to meet the changing needs of the beneficiaries.

Our services include:-

  • Comprehensive financial investment planning specifically catered towards the needs of Deputies and Trustees.
  • Deputyship and Trustee banking services. We facilitate establishing accounts by making use of our relationships with leading banking organisations.
  • Estate planning for Trustees, including advice on any inheritance implications and offering support to families and their legal advisers on tax planning.
  • Assistance with The Office of the Public Guardian.