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Elizabeth House, 8 Princess Street,
N-Trust is a fee based firm of financial planners based in Knutsford. We have clients predominantly in the North West but also throughout the UK and we deal with expats in Europe and around the world. We are passported by the FSA specifically to advice to clients in the EU. The Directors hold high level financial planning and specialist pensions qualifications. Each has over 20 years experience of providing advice to a wide variety of clients.
Trade Bodies / AssociationsInsitute of Financial Planning SIFA Personal Finance Society Chartered Insurance Institute
Any Specialist Products or Services?Comprehensive Fee Based Financial Planning (9 Step Process) -Retirement Planning -Personal Risk Management and Insurance -Estate Planning -Ediucation Funding Specialist Pensions Consultancy -Options at retirement -Final Salary Pension Transfer Advice (specialist qualifications held) -Pension aspects of divorce Tax Efficient Invesment -Risk Profiling of existing portfolios -Asset Allocation using an academic approach -Regular Reviews and Rebalancing