Looking after investments

As a Trustee, you will likely be aware of the huge responsibility on your shoulders to look after a Trust’s investments.

It is important that Trustees seek advice to ensure they are doing the right thing and protect themselves from future claims.

We have worked with a range of charities and trusts in the past to help achieve their objectives and provide sound financial planning advice.

Trust in us

Charities and trusts come to us to discuss a number of matters requiring financial planning advice, including:

  • Investing surplus charitable funds to grow their value for future
  • Providing a regular income to beneficiaries in line with the Settlor’s wishes