Our Tenants & Occupiers
Trusted Advisor Ltd
Trusted Advisor Ltd is an FCA regulated Independent Financial Advisor which was founded in 2001 specifically to work in conjunction with one of the world’s largest and most influential institutional investment managers.
Today, Trusted Advisor manages in excess of £100m within privately-held investment portfolios for 35 successful families living throughout East Anglia and London. The business serves clients’ advanced financial planning needs, such as estate planning and tax mitigation, through a carefully selected network of expert professionals. The daily routine involves ongoing account administration and portfolio monitoring and half-yearly face-to-face review meetings with clients and their representatives.
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.