How we can help you

From time to time everybody has need of informed and objective financial advice; perhaps to help them make the most of a specific opportunity or to protect themselves financially.

Truestone offer a broad range of important advisory services for you to use. It is our understanding of taxation, trusts and in particular pension legislation which makes this advice so valuable.

Portfolio review and restructuring – Do your investments match your long term objectives? We will provide you with an impartial assessment of your existing portfolio. Based on your personal goals, investment preferences and our knowledge of financial markets we will build you a realistic investment strategy to help you achieve your ambitions.
Portfolio management – To succeed, any strategy must be maintained through regular monitoring and adjustment. Your Truestone consultant will evaluate both the mix of assets that you are invested in and the returns you are receiving from each individual investment in your portfolio to ensure your strategy stays on track.
Inheritance tax planning – For many people, one of the greatest financial concerns is how to preserve the wealth they have created and pass it on to future generations. Truestone can advise you on the best means of protecting your assets and mitigating the effect of inheritance tax.
Pension planning – Recent changes to pension legislation, designed to simplify saving for your retirement, have if anything, increased the level of complexity clouding investment decisions. What is clear is that you will need to make the most of the tax efficiencies that saving in a pension can offer. Allow us to update you on how the new legislation will affect your retirement plans.
Tax efficient investing – Truestone advise on all forms of tax efficient investing. We will help you make the most of your personal allowances to take out new investments but we will also help you realise profits or draw an income from existing investments in the tax effective way.
Protection for you and your family – From basic life assurance through health cover, critical illness insurance and medical schemes Truestone can advise you on the policies you need and just as importantly the ones you don’t. Using our knowledge of the market for all types of protection we will ensure you get the right terms and reasonable prices.
Socially motivated investment – Increasingly people are realising that there is more to good financial planning than the accumulation of wealth. Many of our clients now seek investments that offer a ‘double bottom line’ – providing a good potential return for them whilst also making a positive impact on the environment and other people’s lives. At Truestone we will help you to understand exactly what these investment options are and the associated risks and returns. Find out more.
Philanthropy – Many of our clients are generous; giving to charities both in the UK and internationally however for most people ‘giving’ is an emotional response and often spontaneous. Truestone provides a well researched and structured process for charitable ‘giving’; screening charities for good governance, administrative capability and impact of each pound given. Find out more.

Call Truestone Asset Management on 0845 362 8425 to talk to a consultant or email enquiries@truestone.co.uk.