Independent Financial Advice: Trusts
Trusts
The needs and requirements of Trustees can differ from those of private individuals. The legal requirements of the Trustee Act 2000 places a duty upon Trustees to seek advice from a suitably qualified professional in respect of investments held.
Along with experience, a good measure of a consultant's ability to provide quality advice in these cases is whether they hold the Chartered Insurance Institute’s Advanced Financial Planning Certificate qualification “Taxation & Trusts” (G10). All of Bishop Fleming Independent Financial Advisers' consutlants hold this qualification in addition to having many years experience.
Bishop Fleming Independent Financial Advisers can help you structure new Trust investments, and provide ongoing advice to the Trustees in respect of their investment requirements. Whilst the advice is tailored to the needs of the Trustees, the advice process and portfolio advice given is similar to our approach for private clients.
Bishop Fleming Independent Financial Advisers is a trading style of Fleming Financial Limited, which is registered in England at Cobourg House, Mayflower Street, Plymouth, Devon, PL1 1LG. Company registration number: 04420757. Fleming Financial Limited is authorised and regulated by the Financial Services Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at customers based in the UK. Key Facts about our services.