Trustee Responsibility

Make the most of your trust assets.

Trustee Responsibility
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Trustee Responsibilities

You may be a solicitor acting on behalf of a trust or a lay trustee acting for a friend or family member.

The introduction of the Trustee Act 2000 made seeking investment advice on trustee investments advisable. The Act places a statutory duty of care on all trustees to look after the best interests of beneficiaries but offers wider investment powers in order to do so. Trustees need to be proactive in the selection and review of trustee investments.

We can offer professional and lay trustees investment advice and guidance on:

Investment objectives and policy

Investment mandates

Review current arrangements

Review investment selection and policy

Client Story - Investment Advice

Sound knowledge
Paul McAdam

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.

Client Testimonials

Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service.

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Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Robin Burden

Robin Burden

Chartered Financial Planner View Profile

Robin Burden

Chartered Financial Planner

Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a solution that's right for you.

Financial News & Investment Views from our blog | Read More


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Our Contacts

Estate Capital Financial Management
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763