We offer a comprehensive Trustee Review Service to help clients through the process.

Our Trust Review Objectives:

• To reduce the paperwork and administration
• Free up your time to concentrate on client
• Manage the investment portfolio
• Money Wise will also help with:

–        Client letters

–        Trustee communications

–        Fact finding

–        Regular reviews and reporting

–        Training for admin staff.

Our Trust Review Service:

• Outsourced solution for reviewing trust assets
• Access to specialist Independent financial advice
  
• Four stage process

–        Trust fact find

–        Analyse existing Portfolio

–        Recommendations for new portfolio (if applicable)

–        Regular reviews

• Available exclusively to a limited number of law firms.

Why Choose Money Wise?

• Experience in dealing with trustees
• Use only top asset managers in the UK
• Discretionary investment management service available
• Tailored solutions for trustee investments
• Market leading technology
• Transparent and fair charging structure
• Provide training and support to partners and admin staff
• Jointly sponsor client/trustee seminars
• Will attend trustees meetings where required.

 
Benefits of Working with an IFA:

• Enhanced and holistic proposition to client/trustees
• Access to unique ‘alternative’ products and asset classes
• Undertake compliance responsibilities
• Reinforcement of your advice.

For further details please Contact Richard Armstrong, head of wealth management