We run monthly boardroom briefing events here in St Albans with various speakers, providing you with key technical information on estate planning and keeping you up to date with new opportunities.
Financial Advice in St Albans
Tailored and bespoke solutions to your financial requirements. Visit our blog for up to date news.
A complete Estate Planning Service
We understand that each individual has different intentions and requirements, and our bespoke succession planning ensures an efficient and cost effective transition to the next generation.
Guiding you through the probate process painlessly and efficiently, without the expensive legal fees.
Lasting Power of Attorney
A lasting power of attorney (LPA) is a legal document that lets the ‘donor’ appoint one or more people (known as ‘attorneys’) to help you make decisions or to make decisions on your behalf.
Inheritance Tax Planning
It is sensible and reassuring to make plans for your family's financial future, and the earlier you consider doing so, the more chance you will have of utilising all of the tax opportunities available to you.
Tax Efficient Investments
Whether you would like to recover Income Tax paid in this or the previous year, or defer Capital Gains Tax owed following the sale of a property or investment, we have the solution for you.
Trust Matters Group
5 Holywell Hill
Located opposite the iconic Cathedral and Abbey Church of St Albans and just a five minute drive from junction 22 of the M25.
We have a private car park for your use which can be accessed either through the London Road public car park, or through the arch on Holywell Hill.
What can we do to help?
We are always on hand for guidance and advice for you and your family.
Please briefly outline your enquiry and the best time to contact you.
MBA, DMS, FCMI, C Dip AF, Dip PFS, IEng MIET, Dip FD, LMBIFD
BSc Hons, Dip PFS,
If things go wrong
We endeavour to ensure our services operate smoothly but occasionally we may not be able to meet client expectations and you may feel the need to make a formal complaint. We always handle any complaints both positively and efficiently seeking to arrive at a suitable outcome and where appropriate will review our systems to ensure the complaint is not repeated.
Trust Matters Financial Services Ltd is a subscriber to the Financial Ombudsman Service (FOS) who are an independent third party to which customers can refer complaints to if they cannot be resolved amicably with this firm. Complaints should however to be referred to us in the first instance. FOS can be contacted using any of the mediums below:-
in writing: Financial Ombudsman Service, Exchange Tower, London, E14 9SR
by phone: 0300 123 9123 (charged at a national rate) or 0800 023 4567 (free from landlines)
their website providing further information is web site: www.financial-ombudsman.org.uk