Investing money from a discretionary trust - recs please
Investing money from a discretionary trust - recs please
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oldbanger

Original Poster:

4,328 posts

255 months

Saturday 28th January 2012
quotequote all

Can anyone recommend an IFA versed in trusts (the kind where beneficiaries have money held in trust until a certain age) who can advise on how to invest trust money please, preferably in the W Mids area? I've tried both a local wealth management company and my own bank's independant investment people and 10 months of trying have got me nowhere.

Alternately can anyone suggest any lawyers who understand trusts in the same area who might be willing to provide me with some advice please?

Steffan

10,362 posts

245 months

Saturday 28th January 2012
quotequote all
Yes I know an Chartered IFA (not all IFA's are Chartered) who is an expert on Discretionary Trusts and the like who can advise you on this. He works closely with a firm of specialist legal beagles. He heads his own Chartered organisation.

I have know him personally for thirty years. It was my suggestion about 25 years ago that he enter this discipline. He is dead straight and a very personable family man.

If you PM me I will send you his full contact details with pleasure.

oldbanger

Original Poster:

4,328 posts

255 months

Saturday 28th January 2012
quotequote all
Thanks yhm

black1

979 posts

214 months

Sunday 29th January 2012
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i have delt with ifa's for many years most are at the least liars and many are theifs
all they want is there commision and will sell you any old crap

you have been warned !