Investing as an attorney (EPA or LPA)
Whether you are investing because you hold Power of Attorney for somebody, or if you are investing as a Trustee of an existing trust or settlement, you will have a significant responsibility for the decisions you take. In many cases, you will be acting as an Attorney under an Enduring Power of Attorney, or under a Lasting Power of Attorney.
We are experienced in advising clients in such cases, especially where the Beneficiary is physically or mentally incapacitated.
We work with specialist Solicitors in the drafting of bespoke Trusts for the benefit of either physically or mentally disabled dependents/relatives.
We work with our clients to ensure that investment objectives are met and target yields are calculated correctly.
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We are happy to discuss your investment, retirement or tax planning requirements with you.
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On investment portfolios, pension portfolios, ISAs, Trust/Charity investment and Inheritance Tax planning.
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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!
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As Independent Financial Advisers, we are able to offer you a choice of all the methods of payment available.
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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.