Trustees

Supporting you in your role

Acting as a trustee is an important responsibility, one that can sometimes be a heavy burden. We work alongside trustees for both personal and charitable trusts to help them carry out their duties effectively. From establishing appropriate investment strategies in line with the trust’s objectives to managing risk and monitoring performance, we can ensure a smooth and successful process.

Your role as trustee

Do you feel comfortable that you’re conducting your role correctly and within the legal requirements?

Value-aligned

Is the trust being managed in a way that aligns with the values of the beneficiary?

Performance

Do you know how well the investments within the trust are performing, with regular monitoring and updates?

Our services

Investments

We’ll help to establish and maintain an effective and appropriate investment strategy, one that aligns with the ethics and values of the beneficiary or charity.

Tax planning

We will ensure the trust is structured in a way to achieve maximum tax efficiency, including matters of Inheritance Tax.

Admin and legalities

We’ll work with you to ensure you’re fulfilling your role as a trustee, meeting all the necessary legal obligations and administrative duties.

The Financial Conduct Authority does not regulate tax advice or Trusts.

Performance analysis

We are fiercely independent and our Performance Analysis Service ensures our clients receive regular monitoring and reviews, to ensure risk, volatility and performance are in line with our expectations.

What our clients say

We could never have expected to be in the financially secure situation that we are in today largely due to Chancellor’s advice and personal support. That suggestion to call [them] must be one of the most important pieces of advice that we have received.

Eunice & Bob Howarth

Chancellor’s advice has always been personalised, professional and knowledgeable. It is delivered in a friendly and well-explained manner with time to consider each decision. We would not hesitate to wholeheartedly recommend them.

Mr & Mrs F, Bolton

I have worked with Chancellor for a number of years and found the financial advice and support that they give to be invaluable. A tailored and flexible approach to financial planning is important in my situation and that approach is expertly delivered.

Roz Cuschieri, Chairwoman, Non-Executive Director, Adviser and CEO

I was introduced to David Torkington almost three decades ago and we have worked very well together ever since. I always know if David is involved, our pension and protection schemes will be dealt with very professionally and our employees will be well looked after.

Mark Jones, Finance Director at Alpine Fire Engineers

Chancellor’s technical expertise, down-to-earth approach and great service levels really help their long-standing clients to navigate the financial maze.

Martin Ainscough, CBE

As I am approaching retirement, I am confident that the team at Chancellor will give me the best guidance to ensure my future is financially secure. Financial planning over the long term has been critical and the long-term relationship with the team has been central to the success.

Gordon Carlton

Dave helped me navigate through all the pension information when I wanted to change providers, and to this day continues to act as a great support and somehow manages to explain pensions to all our UK team in such a way that everyone understands.

Rachael Herscovitz

Nothing is too much trouble for David or his team, and on renewals, checks are always made to obtain the best cost to keep our business services competitive. My department is only as good as the advisers I have on board, and I wouldn’t move away from my adviser easily.

Karen Lee

When my mother went into residential care, I requested advice on investing the proceeds of her house to cover care home fees. The advice I received resulted in significant IHT savings on her estate when she died. I was treated with understanding and patience.

Sue

I have been a client of Chancellor Financial Management since 2009. I have always been pleased with the quality of the advice that I have received and with the clarity with which CFM’s fee structure has been explained to me. I am a satisfied client of CFM and am pleased and happy to recommend them as financial advisors.

Ray

David has offered sound advice on many occasions and I have found him utterly dependable and helpful. I have taken the opportunity to recommend David to a number of friends and business associates throughout the years and am satisfied that he will provide a good and thorough service for them.

David Lean

We can certainly recommend Chancellor to other companies looking to put a suite of employee arrangements in place

Craig Belfield

All important aspects of my financial affairs are run by and through the Chancellor team.

Ian Ferguson

Their expertise has been of enormous help during a number of changes in my life circumstances. Their strategy has always been to help me plan for my future in a way I am comfortable with. I would have no hesitation in recommending them to anyone in need of independent financial advice. They have served me extremely well over many years and many more to come I hope.

Cary and Caroline Hardwick

We were delighted that Chancellor were able to deliver significant cost savings for us with the same insurer whilst at the same time introducing some improvements.

Claire Billington

We can’t speak highly enough about our relationship with Chancellor. From the schemes that we offer to members of the Inktech team to the Directors’ own personal arrangements, Chancellor offer us a very professional “one stop shop” approach for all of our pension and financial planning needs

Richard Duckworth

Grant’s advice was invaluable and he is now our trusted financial guru who continues to advise our whole family.

Cheryl Patterson

We have been retired for a few years now and our financial planning has really worked out for us. Our regular review meetings ensure that things stay focussed on our goals and on track. With Chancellor looking after us we can concentrate on enjoying ourselves and seeing the world.

Mr NC

I am delighted to recommend the services of Chancellor Financial Management Ltd. The trustees and management have always found the team at Chancellor to be knowledgeable and approachable in areas concerning financial management.

Gill Dennett, Head of Finance & Support Services at Wigan & Leigh Hospice

David is always willing to spend time to help explain complex financial solutions in a straightforward way and we would have no hesitation in recommending David and the team at Chancellor to other owner managed businesses.

Nik Basran

Chancellor and the team are knowledgeable and reassuring, and always manage to make complex ideas understandable. I am entirely confident and satisfied that with Chancellor’s input my, and my family’s financial affairs are on the right footing for the future.

Tony Gentile

Chancellor have looked after the financial interests of myself and my family since its inception and over the years have offered a very personal and professional service. My family and I are completely satisfied with the advice and service we receive from Chancellor and would have no hesitation in recommending them.

Jim Winrow

Financial expertise with a personal touch, Chancellor and Grant Farnell devised a personalized pension plan and customised service that is perfect for me.

Ruel Hudson

I have always found Grant to be interested in my personal financial planning and practical in the suggestions he has made that has given me a great deal of confidence and peace of mind.

David Fairhurst