The right advice for you

Your senior executive team may be very able in their chosen disciplines but that does not guarantee expertise in their personal financial planning.

A complete service

Through Truestone you can recognise the importance of key employees by providing the option of our Executive Financial Counselling Service. This service takes a broader view of all their financial affairs, helping to integrate work related benefits into a full financial strategy.

Counselling is delivered through an expert team of advisers from Truestone Asset Management. The process identifies personal objectives including funding children’s education, retirement planning and philanthropic goals as well as addressing immediate needs such as mortgage financing and protecting their families.

Investment strategy

Truestone Asset Management has a strong investment pedigree and is able to offer management of investment strategy on an advisory or discretionary basis. Of particular interest to many executives we talk to is the inclusion in their portfolios of investments that create social or environmental benefits.

Truestone Asset Management has spent many years identifying opportunities in sectors such as sustainable forestry, developing world agriculture, renewable energy and social housing. These opportunities can make a real difference to the lives of others whilst still offering the potential for attractive financial returns.

As an employee benefits client you can access this expertise for all your employees.

Your own charitable foundation

Truestone also has a longstanding record of helping individuals and businesses in achieving philanthropic goals. We work with a charity called ‘GivingWorks’ which provides advice and administrative support to those who wish to set up their own charitable foundations.