Trustees

We offer a comprehensive Trust Review Service to help professional advisers and their clients.

Our Trust Review Objectives:

• To reduce the paperwork and administration
• Free up your time to concentrate on the client
• Manage the investment portfolio on a discretionary or advisory basis
• Help with:

–        Client letters

–        Trustee communications

–        Fact finding

–        Regular reviews and reporting

–        Training for admininstration staff.

Our Trust Review Service:

• An outsourced solution for reviewing trust investments
• Access to specialist independent financial advice
  
• Four stage process

–        Trust fact find

–        Analysis of the existing investment portfolio

–        Recommendations for a new portfolio (if applicable)

–        Regular reviews

* Only available to a limited number of law firms.

Why Choose Money Wise?

• Experience in dealing with trustees
• Discretionary investment management available
• Tailored solutions for trustee investments
• Market leading technology
• Transparent and fair charging structure
• Provide training and support to partners and admininstration staff
• Jointly sponsor client/trustee seminars
• Will attend trustees meetings.

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