Investing money from a discretionary trust - recs please
Discussion
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?
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.
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.
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