Attorneys and Trustees

If this is first time you’ve acted as an Attorney or Trustee it probably feels rather daunting. Not only do you have to make financial decisions for somebody else, you may be asked to explain and justify those decisions.

But don’t worry: we have a great deal of experience advising Attorneys and Trustees. We're also used to working closely with other advisers such as solicitors so that you get joined-up guidance.

We’ll guide you through a process that will establish a suitable investment strategy – and demonstrate that you have met your responsibilities. Our review service will then help you to keep the investments on track.

More details on our Trustees Service here

Click here for further information on funding long term care

The Goodman Partnership is Authorised and Regulated by the Financial Services Authority