Services to Trustees

We have a strong friendly team of highly qualified advisers who have many years experience providing financial planning and investment advice to Trustees, Private Client lawyers and their clients.

Our services include

Financial Advice:

Independent consultancy
Assistance in developing an investment policy
Investment review service
Performance measuring
Controlling investment risk
Beneficial interest balancing
Income distribution planning
Policy statement guidance
Ethical investment policies
Contentious trust work - e.g. beneficial interest calculations
Ongoing monitoring & pro-active advice
Advice on the use of alternative investments

Investment Management:

Bespoke Discretionary Portfolios
Sophisticated asset allocation strategies
Absolute and relative return solutions
Pro-active use of full range of investment opportunities
Independent thinking in wealth creation
Administration of investment transactions
Consolidated tax statements
Regular and comprehensive reporting
Nominee services

We would be very pleased to talk you about any or all of our services. Please feel free to call us to discuss any case and we will explain if and where we can add any value and give an estimate on cost.

Our fees are based on hourly rates with commission offset options on investment transactions.

Contact Us

For general enquiries please use the enquiry form
or e-mail us enquiries@psfm.com

For directions to our Offices click here