What we don't do
We do not make investment recommendations - these we feel are best left to professional
advisers working in conjunction with their clients based on their objectives, attitude to
investment risk and various other factors. Once an investment strategy has been proposed
though, our role is to set up the pension wrapper and ensure that the proposed
investments/contribution levels are allowable within the HMRC regulations.
Contact Iain Herbertson for more details on any of these services at
info@citytrustees.co.uk