......Consolidate all of your ISA holdings onto one statement. It is a very simple process and there is no change to the investments themselves - your money stays in the same funds, the fund management charges remain the same and your ISAs retain their tax advantages. The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested. Please contact us for further information ........

Trustee Investments

Wealth Management Retirement Planning Tax Planning Wealth Protection Trustee Investments Business Financial Planning

Trustees face a real need for advice on investment strategies, taxation, risk and reward. The position of trustee also brings with it many duties and responsibilities that can be very onerous. The Trustee Act 2000 imposed on trustees a new standard of care and requires all trustees to obtain and consider proper advice to ensure that trust assets meet the needs of the beneficiaries.

Chester Financial Associates provides a specialist investment advice service for Trustees to ensure they meet their Trustee Act obligations.

Chester Financial Associates is a trading style of Merchant House Financial Services Limited, which is an Appointed Representative of TenetConnect Limited, which is authorised and regulated by the Financial Services Authority.
Merchant House Financial Services Limited is registered in England, Company No. 4491709, at 7th Floor, Aldermary House, 10-15 Queen Street, London, EC4N 1TX.
TenetConnect Limited is entered on the FSA register (www.fsa.gov.uk/register) under reference 149826.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.