Get in touch
When it makes sense to set up a trust, our advice ensures the whole process is smooth and simple.
Setting up a trust is a way to manage assets on behalf of other people, perhaps because they are too young to handle their affairs or are incapacitated in some way. The assets held in the trust could include money, investments, land or buildings.
The assets in the trust are legally owned by its trustees – they are the people responsible for managing the trust and making sure it operates correctly. Trustees have a number of obligations, and it’s important that they understand their role and how to carry it out. As advisers, we give trustees all the support they need to fulfil their duties and make the running of the trust as smooth and straightforward as possible.
The value of investments and the income derived from them can fall as well as rise. You may not get back what you initially invested.
Chartered Financial Planner
View profile
Stephen is the Managing Director of the business and its associated businesses, bringing extensive leadership and expertise to the financial planning profession. With over 30 years of experience in financial planning, he is one of the most highly qualified advisers in the UK.
Stephen was elected as a Fellow of the Chartered Insurance Institute in 2010 and is a Registered Trust and Estate Practitioner (TEP). His deep knowledge in this area enhances his ability to advise clients on complex estate and succession planning matters.
Since 1999, Stephen has specialised in advising private clients and family businesses on post-retirement financial planning, including inheritance tax mitigation strategies. His expertise in this field has earned him multiple national awards through the prestigious Financial Planner of the Year Awards, organised by Money Management, a Financial Times specialist publication.
While Stephen’s technical knowledge is unparalleled, it is his approachable manner and ability to translate complex financial solutions into clear, practical advice that truly sets him apart. His ability to simplify intricate planning strategies ensures that clients feel confident and empowered in their financial decisions.
Chartered Financial Planner
View profile
David is a highly qualified and experienced financial planner, holding Chartered status and the Advanced Diploma from the Chartered Insurance Institute. This reflects his deep technical knowledge, commitment to professional excellence, and dedication to delivering the highest standards of financial advice.
He works closely with private clients and business owners, offering tailored solutions in investments, pensions, and protection, with a particular specialism in corporate pensions. His client-focused approach ensures that financial plans align with long-term goals, providing clarity and confidence in an ever-changing financial landscape.
Chartered Financial Planner
View profile
After 2 decades of experience in financial planning, Tracy is one of the highest qualified financial planners in the UK having attained both Chartered and Certified Status. Tracy is a Fellow of the Personal Finance Society which is evidence that she has attained the most prestigious level of professional achievement. In addition, Tracy is a Registered Trust and Estate Practitioner (TEP) having passed the Society of Trust and Estate Practitioners (STEP) Diploma in Trust & Estates and the Advanced Certificate in Family Business Advising.
Tracy has been providing advice to private clients and business across investments, pensions, taxation and estate planning since 2007 and believes her friendliness and ability at making complicated solutions easy to understand makes her a popular and successful adviser. Tracy is a Welsh speaker and able to offer a bilingual service.
Chartered Financial Planner
View profile
Emma’s skills and professionalism were recognised early in her career when she was voted Newly Qualified Independent Financial Adviser of the Year at the Financial Adviser Life and Pensions awards in 2010. Since then, she has gone from strength to strength, attaining Chartered status in 2014 and being elected a Fellow of the Personal Finance Society, highlighting her technical knowledge and commitment to professional development. She was also recently awarded the prestigious Chartered Financial Planner of the Year Award 2023/24 by the Personal Finance Society.
Emma specialises in providing advice to private clients and businesses across investments, pensions and protection, and she particularly enjoys using cashflow modelling to complete her holistic approach to financial planning.
Chartered Financial Planner
View profile
Antonia achieved Chartered Financial Planner status in 2024 after successfully completing the rigorous Advanced Diploma in Financial Planning via the Chartered Insurance Institute. Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.
Having gained extensive experience in a wide range of financial matters over her career, which started with 75point3 in 2007, Antonia now offers investment and pension advice to private clients, trusts and attorneys, either directly or via professional connections.
Antonia prides herself on offering a friendly, approachable service which allows her to work closely with clients, their families and other advisers to develop and implement effective retirement planning, investment strategies, protection analysis and inheritance tax planning.
The financial conduct authority does not regulate tax or estate planning.
Our status as Chartered Financial Planners demonstrates our commitment to the highest standards of excellence.
Our status as Chartered Financial Planners demonstrates our commitment to the highest standards of excellence.
