Charity and trust investment
Premier Wealth Management manage money on behalf of Trusts and small to medium sized charities.
We are very familiar with the Trustee Act 2000 and also the requirements of the Charity Commission.
We are familiar with the management of gross funds and especially the requirements of endowed charities. We ensure that our fees are compliant with the requirements of the charity or Trust Deed.
Get in touch
We are happy to discuss your investment, retirement or tax planning requirements with you.
On investment portfolios, pension portfolios, ISAs, Trust/Charity investment and Inheritance Tax planning.
The on-going advice and support that we give to clients, together with the regular portfolio reviews is certainly not common place in the industry!
As Independent Financial Advisers, we are able to offer you a choice of all the methods of payment available.
Our fees are exceptionally competitive, we normally do not charge for an initial interview. We believe that the service we provide is second to none and we also believe that our investment portfolios are run and managed on the lowest possible charges.