Trustee Services

At Surrey Wealth, we fully understand the responsibilities that trustees have, including their specific their duty of care when it comes to investments.
We create lifetime solutions for each trust, whether newly established or existing by understanding the aims and objectives. Any income and capital payments to the beneficiaries can then be delivered in the most tax efficient way.
We provide a full review service for existing trusts, to establish to the suitability of the investments and the respective financial plan, in relation to the perpetuity of the trust.
Finally, we work with both lay and professional trustees, including solicitors.
Please contact us to arrange a free initial consultation to explore the options open to you.

The Financial Conduct Authority does not regulate taxation and trust advice.

Holding Plant

Surrey Wealth Ltd - Registered in England and Wales No. 10173320.

Registered Address: 8 Manor House Business Centre, 19 Church Street, Leatherhead, Surrey, KT22 8DN.

Authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 833211 at

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: 

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel:  0800023 4567 or 0300 123 9123