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.
Make an Informed Choice
We work with trustees and solicitors in Surrey 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.
Get in touch
We would love to hear from you. Why not give us a call on 01483 274566 for a brief initial chat?
You can book a free first meeting with one of our Financial Planners, with no obligation. Simply send us your details using the following online form:
