The needs and requirements of Trustees can differ from those of private individuals. The legal requirements of the Trustee Act 2000 places a duty upon Trustees to seek advice from a suitably qualified professional in respect of investments held.

Along with experience, a good measure of an consultant's ability to provide quality advice in these cases is whether they hold the Chartered Insurance Institute’s Advanced Financial Planning Certificate qualification “Taxation & Trusts” (G10). All of Fleming Financial's consutlants hold this qualification in addition to having many years experience.

Fleming Financial can help you structure new Trust investments and provide ongoing advice to the Trustees in respect of their investment requirements. Whilst the advice is tailored to the needs of the Trustees, the advice process and portfolio advice given is similar to our approach for private clients.

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