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Trustee Services

Under the provisions of the Trustee Act 2000, trustees are responsible for considering and maintaining the suitability and diversification of each individual fund.

Trustees must consider the suitability of investments for the trust fund and before exercising any power of investment must obtain and consider proper advice, by a person who is qualified, both in ability and experience, in financial matters.

Increasingly, trustees require professional advice when establishing investment policies for their organisations. As qualified Independent Financial Advisers, Streets Financial Consulting plc can help trustees fulfil their obligations in the areas of complying with the investment policy statement, selecting appropriate asset allocation and suitable investments.

Solicitors
Streets Financial Consulting plc have the tools to help you improve your trustee service by regularly monitoring and reviewing portfolios, setting out clear and articulated investment proposals to enable you to add the most value, coupled with assurance and compliance with the Trustees Act 2000.

Charities
We have experience in providing investment advice to a number of national charities. Our advice is tailored to each organisation, taking into consideration specific needs and requirements. We assist trustees in fulfilling their duties under the Charities Act through our ability to provide clear and unbiased guidance on investment strategies and manage portfolios tax efficiently.