Trusts & Wealth Management

At Griffin Fiduciary, we understand that managing your assets and wealth can be a complex and time-consuming process. That’s why we’ve developed a unique approach to help you focus your enquiry and find the right FCA compliant Barrister or Advisor that best suits your needs.

Our team will work closely with you to understand your specific requirements and goals. Whether you need help with estate planning, tax optimisation, or asset protection, we have the expertise to guide you in the right direction.

With our extensive access to a network of trusted partners and affiliates, we can recommend the best FCA compliant Barrister or Advisor for your specific needs. Our team will provide you with a shortlist of potential candidates, and we’ll work closely with you to help you make the right decision.

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Trusts

At Griffin Fiduciary, we specialise in helping individuals and organisations to create trust deeds that meet their specific needs and goals. Our team consists of qualified lawyers and barristers who can guide you through the process of drafting a legally binding trust deed.

A trust deed is a legal document that outlines the terms of a trust, which is a way to transfer ownership of assets to a trustee who manages them on behalf of the beneficiaries. Trust deeds can be used for a variety of purposes, such as estate planning, asset protection, and charitable giving.

We understand that each client has unique needs and goals when it comes to creating a trust deed, and we offer a range of services to assist with the process. Our team can consult with you to determine your specific requirements and draft custom trust deeds that accurately convey your wishes.

We also provide a thorough review and revision process to ensure that the trust deed meets your needs and goals before final legal review. With our expertise and guidance, you can feel confident in creating a trust deed that protects your assets and benefits your beneficiaries.

Wealth Management Advice

At Griffin Fiduciary, we offer a wealth management advice service that is non-regulated as we do not have the authority to purchase or sell financial products on behalf of our clients. Our financial planning advice covers a broad spectrum of financial topics, including budgeting, saving, investing, retirement planning, property, and tax planning. Our goal is to assist clients in creating a comprehensive financial plan and offer recommendations on financial products or strategies that may align with their needs and objectives.

It is important to note that our clients are responsible for implementing any recommendations made by our financial planner and for any associated transactions. While we are not authorised to provide regulated financial advice, we are happy to refer clients to an appropriate Financial Advisor for any regulated areas of advice.

At Griffin Fiduciary, we pride ourselves on offering clear and unbiased financial advice that is tailored to each client’s individual circumstances. Our team of experts has extensive experience in the wealth management industry and is committed to helping clients achieve their financial goals.