Trustee Investment Services
Trustee investment specialists
- Professional, client focused team with specialist knowledge
- Access to a broad range of investment vehicles for tax planning strategies
- Flexible investment process utilising investment strategies from “whole of market”
- Transparent and competitive fees
- Regular portfolio performance appraisals and reporting to trustees
Our services are aimed at trustees both Lay and Professional to help ensure their duties under the Trustee Act 2000 are met in a professional and cost effective manner.
When it comes to suitability, the increasing volatility of investment markets has made it all the more important to diversify investments within a portfolio, although traditionally these have been predominantly stock broker led and biased towards equities.
Our investment and risk management process is based upon a universal “Investment Advice process” and the Trusts “Investors Policy statement” (IPS). Where the Trust does not have an IPS we can help draft one in conjunction with the trustees to clearly define all of the objectives and parameters so that the financial planning from the start and on an ongoing basis can be measured and managed.
Suitability also extends to tax considerations and the selection of the most suitable tax wrapper, our clients benefit from the knowledge that tax will be mitigated through an appropriate selection of tax wrappers in addition to a balanced portfolio construction.
By using our integrated investment and financial planning services, trustees can be confident that our advice will help to satisfy their responsibilities and that the inherent risk attached to these is transferred to us by way of outsourcing this onerous job.
“‘It is... for advisers to advise and for trustees to decide” – Robert Walker J - Scott v National Trust [1998] 2 All ER 706
Find out more
If you’d like to know more about our Trustee investment services please contact Andrew Mason or complete our Contact Form.
Read lessClient Testimonials
- Mr & Mrs L of Shropshire
We have always found him to be polite and conscientious and willing to take time to discuss all the relevant points and the merits of each option being considered. We look forward to receiving his advice for many years to come.
- Alyson, Shropshire
I will continue to recommend you to friends, colleagues and business partners
- Peter & Sue, Shropshire
From the outset, we experienced professionalism and - just as importantly - genuine care
- Grace & Rob, Shropshire
We look forward to using your services again in the future and will definitely be recommending you
- Mr & Mrs L of Pontesbury
We have benefitted from your financial advice for the past 15 years. During this time we have been provided with sound financial advice that has seen our investments perform very well indeed.
- Mrs L, Shrewsbury
I should also like to thank you for your excellent service and advice - absolutely first class.....
- Gita, Shrewsbury
the service you provided was faultless. Will get in touch soon
- Mrs S, Shropshire
GOLD STAR FOR CUSTOMER SERVICE!
- Kevin & Michelle, Shropshire
we received a professional service from the whole team. They took the time to understand our circumstances, which were challenging, and found us a product which ticked all our boxes within our timeframes. We wouldn't have been able to find such a good deal independently.
- Mr & Mrs Lewis, Shropshire
We will never forget your kindness and we shall always be grateful
- James, Lincolnshire
people who do such things show they care about the individual rather than look at them as a business deal. I wish you continued success for your business and l will certainly recommend you to family and friends
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NEWSLETTER
Associations
Contact Details
Masons Independent Financial Advisers
6 St. Johns Hill
Shrewsbury
Shropshire
SY1 1JD
Phone : 01743 244288
The guidance provided within this website is subject to the uk regulatory regime and is therefore primarily targeted at consumers based in the UK.
DACO Associates Limited is Authorised and Regulated by the Financial Conduct Authority and is entered on the Financial Services Register (www.fca.org.uk/register) under reference 586519.
Masons Independent Financial Advisers & Mortgage Port are trading styles of DACO Associates Limited.
Registered Office: 2 Woodside Mews, Clayton Wood Close, Leeds, West Yorkshire, LS16 6QE. ---- Registered in England & Wales No 08072341.