Boardroom Briefings

Boardroom Briefings

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

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

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.

Probate

Probate

Guiding you through the probate process painlessly and efficiently, without the expensive legal fees.

Lasting Power of Attorney

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

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

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
Hill House
5 Holywell Hill
St Albans
Hertfordshire
AL1 1EU

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.

Graham Hearnden
Financial Adviser
MBA, DMS, FCMI, C Dip AF, Dip PFS, IEng MIET, Dip FD, LMBIFD
Graham@trustmatters.co.uk
Jackie Hearnden
Financial Adviser
BA Hons, DIP PFS
Jackie@trustmatters.co.uk
Matthew Newman
Financial Adviser
BSc Hons, Dip PFS,
Matt@trustmatters.co.uk

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:-

 

Home About us | Professional Introducer| Privacy Contact 

Hill House, 5 Holywell Hill, St Albans, Hertfordshire, AL1 1EU

 

Telephone: 01727 737 610        
Email: info@trustmatters.co.uk
 

© 2020 by Trust Matters Group  

Trust Matters Financial Services Ltd is authorised and regulated by the Financial Conduct Authority

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