Welcome to Me Financial Services, we have over 12 years of expertise

Town Hall House, Bovey Tracey
Devon, TQ13 9EQ

01626 833225
[email protected]

Mon - Fri 9.00 - 17.00
Saturday and Sunday Closed

GUIDES

Advice Process Overview56.4 KBFinancial Protection A Guide to Protection676.1 KB

FORMS

Expenditure Budget35.2 KBMeeting Preparation Checklist62.5 KB

A Comprehensive Review Service For Trustees

We provide investment advice to trustees, helping them meet their legal obligations set out under the Trustee Act 2000 which applies in England and Wales. This act set out the powers and statutory duties of trustees.

  • Trustee review meetings incorporating a comprehensive agenda
  • An economic and market update to help trustees understand the current environment
  • Helping trustees consider the differing needs of beneficiaries when investing for income or growths
  • A valuation of trust property
  • The production of documented minutes recording the meeting
  • A review of the asset allocation of the trust property including rebalancing the investment portfolio
  • Investment research provided in association with Morningstar / OBSR

Telephone 01626 833225 to find out more or to arrange an initial complimentary meeting

Contact Us