We understand the responsibility that comes with the above roles. We have extensive experience in unburdening you from the financial planning aspects of your role.
It is us who take on the role of the investment of assets and ensuring that they are suitable, reporting on a regular basis to the trustees/deputy. We will help you identify the financial objectives of the trusts, recognising an appropriate level of investment risk based on the period of investment and ensuring the impact of tax on assets is kept to a minimum
Providing advice in this area is not a ‘one-off’, it is important that an appropriately qualified financial planner is available to give advice when the trust assets are distributed to beneficiaries as it is when trust assets are invested. Gould Financial Planning is a growing business with an excellent blend of youth and experience.
”In 2001 I was first introduced to Andy Gait at a very sensitive time in my life having recently lost my husband. I was treated with understanding and sympathy and given very sound advice on my financial situation. Since that time through good and bad economic times I have been extremely satisfied with their judgement; queries are answered quickly and efficiently; regular updates are sent out with each tax change; help is always on hand when you need it.”Jill Griffiths