Business & Enterprise
Trusted Advisor Ltd
Founded in 2001 specifically to work in conjunction with one of the world’s largest and most influential institutional investment managers, Trusted Advisor Ltd is an FCA regulated Independent Financial Advisor managing in excess of £100m within privately-held investment portfolios for a select group of up to thirty successful families, mainly in East Anglia and London.
With no client turnover, coupling over thirty years of experience with modern technology sees Trusted Advisor serving clients’ advanced financial planning needs, involving ongoing portfolio monitoring and half-yearly face-to-face review meetings as well as providing extended services such as estate planning and tax mitigation, through a carefully selected network of expert professionals.
For company director, David Vaughan, life began in Cley-next-the-Sea in the late 1960s. Now living near to Holkham, an office at Holkham Studios on the Holkham Estate is a fabulous environment for work and offers a superb location for clients to enjoy the unique hospitality the estate offers.