Since the introduction of the Trustee Act 2000, it has been important for trustees to seek professional investment advice when exercising their duty of care towards beneficiaries.
By working with an experienced and properly qualified independent financial advisers, trustees can ensure they are making suitable investment decisions and keeping the investment of trust assets under regular review.
We work with trustees and solicitors to provide specialist and independent advice on all aspects of trustee investments.
Our specialist trustee investment advisers will explain all of your options and help you to make the right decisions.
We help trustees to meet their duty of care obligations under the terms of the Trustee Act 2000. Independent financial advice from a specialist trustee investment adviser at Informed Choice will help you to make sense of the wide investment powers you have a trustee.
Do call us on 01483 274566 or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and with no obligation.
We look forward to speaking with you and helping you achieve your trustee investment goals.
