Pilot’s investment advice service for trusts and charities is designed help trustees achieve the specific financial goals and objectives of a trust, on behalf of its beneficiaries.
We will prepare a detailed plan, documenting the trust’s current position, income and capital goals and showing the likelihood of the current trust assets meeting these objectives, giving consideration to all the beneficiaries.
In the context of this analysis, we will then make recommendations on how best to invest trust assets efficiently, and cost-effectively, using evidence-based strategies.
The performance and suitability of the trust’s portfolio will be reviewed formally on a regular basis. We will also pro-actively contact the trustees outside any scheduled meetings to notify them of any significant opportunities or issues relating to the trust’s assets.
Our services particularly suit trustees who are seeking to take professional advice to meet their legal responsibilities whilst also remaining engaged in any investment decisions.
56 High Street, Totnes, Devon, TQ9 5SQ
Tel: 01803 864 092
Pilot Financial is a trading name of Pilot Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority, and Pilot Financial Consulting Ltd.
The Financial Conduct Authority does not regulate all products and services on this website.
Pilot Financial offers services only to clients in the UK.