Quote: Helen, Saturday, 18 Apr 2009 22:18Hi
I have just become an exectuator and trustee of quite a large estate for my brother, who is 12. The other trustee lives in New Zealand!
I need to open a few trustee accounts, as worried that if we invest more than 50K if the establishment folds we would not be insured for the loss.
Please can any one help of where to get good impartial advice for this huge responsibility!! Thanks
Will be happy to help. My contact details are below.
I am an Independent Financial Adviser.
Anything posted on this forum is for discussion purposes only. It should not be considered financial advice. Different people have different needs and what is right for one person may be different for another. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser who can advise you after finding out more about your situation.
Steve Weisner ~ Independent Financial Adviser ~ Radcliffe & Newlands ~ 5th Floor Crystal Gate ~ 28-30 Worship Street ~ London EC2A 2AH ~ sweisner@myeggnest.com ~ Tel (0845) 0217000 ~ Direct Tel (020) 73820437 ~ Fax (020) 73740462
www.rad-new.comRadcliffe and Newlands Ltd is an appointed representative of Sage Financial Services Ltd which is authorised and regulated by the Financial Services Authority.
Please help, new trustee and haven't a clue!!
18 Apr 2009, 22:18
