Trustees and Powers of Attorney

If you are acting as a trustee or under a power of attorney (POA), you are likely responsible for making important financial decisions on someone else’s behalf. This can be a complex and sometimes daunting role, particularly when it comes to managing investments and ensuring legal duties are met.

We provide clear, tailored financial advice to trustees and attorneys to help them fulfil their responsibilities with confidence. Whether you are managing a trust for the benefit of a child, relative, or charity, or acting under POA for a loved one, we can help you ensure that decisions are made in the best interests of the beneficiary, in line with legal obligations.

Our service includes creating or reviewing investment strategies, ensuring decisions are well-documented and suitable, and providing ongoing support to adapt the plan as circumstances change. We understand the need for care, transparency, and prudence—and we’re here to help you carry out your role with professionalism and peace of mind.