Institutions & trusts

As a trustee, we understand that you have additional responsibilities when it comes to investing trust assets. We’re specialists in helping trustees navigate their role and make responsible, well-informed decisions.

Your guiding hand and support network

Trustees are bestowed with some unique and sometimes daunting responsibilities, and it can be a tough field to navigate. We understand you may have certain requirements to fulfil in your role, and that this can be a difficult balancing act – perhaps you have ethical investment strategies to adhere to, or capital reservation needs. Whatever your situation, we can help.

We’re here to assist you in your initiatives, alleviate the pressure and provide the peace of mind your institution needs for the future. We’ll work with you to identify your unique requirements, then build a robust financial plan that enables you to reach your goals. We’ll employ one of our outsourced investment specialists to implement our plan and monitor it regularly to ensure things stay on track.

Whether you’ve recently been through a change of circumstances, are looking for an improvement in portfolio performance, or you’re completely new to this scenario, we’re here to be your trusted advisers and support you throughout.

Here’s how we’ll help

  • We’ll help you gain a full understanding of your role and ensure you feel comfortable with your options and responsibilities.
  • Together we’ll coordinate a carefully-considered approach towards making the right decisions for your trust.
  • We’ll work closely with professional connections such solicitors and accountants to provide a joined-up, holistic approach.
  • Whatever your needs, we’re here to be your trusted partners throughout – so you can always feel confident in your actions and the future of your trust.

Hear from our clients

Learn how we’ve made a difference to the lives of some of those we’ve worked with and watch them tell their stories. Could you be the next to feel the value of financial planning?

Gayle

They have taken all the pain out of Financial Investment for me.

Awards we’ve received along the way

2024 – Yorkshire Financial Awards

Winner - Financial Adviser Team of the Year

2024 – Yorkshire Financial Awards

Winner - Director of the Year

Joanne Vaughan

2024 – Yorkshire Financial Awards

Finalist - Director of the Year

Antony Barton

2024 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

Antony Barton & Gillian Shirt

2024 – Yorkshire Financial Awards

Finalist - Trainee of the Year

Luci Tinsley

2023 – Professional Adviser Women in Finance Awards

Finalist - Team Leader of the Year (small/medium firms)

2023 – Yorkshire Financial Awards

Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year

2022 – Professional Adviser Women in Finance Awards

Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year

2022 – Professional Adviser Awards

Finalist - Best Adviser Website

2022 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

2021 – Professional Adviser Women in Finance Awards

Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support

2021 – Yorkshire Financial Awards

Winner - Rising Star of the Year

2021 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Professional Adviser Women in Finance Awards

Finalist - Financial Adviser of the Year - North

2020 – Professional Adviser Women in Finance Awards

Finalist - Woman of the Year - In-House Adviser Support

2020 – Professional Paraplanner Awards

Finalist - Paraplanner of the Year (In-house)

2020 – Yorkshire Financial Awards

Finalist - Customer Service Award

2020 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Yorkshire Financial Awards

Finalist - Rising Star Award

2019 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year