| WELCOME TO ESSENTIAL TRUSTEES
Essential Trustees was established to provide a client orientated
solution-based trustee service in the North of England. The company
is the creation of two leading Wealth Management practices already
active in the market and is a response to client appetite for
an all-embracing local service.
WR Financial Management Ltd in Stockton-on-Tees and Rixon Matthews
Appleyard (Financial Services) Ltd in Hull have established Essential
Trustees and administer a sizeable portfolio of existing Small
Self Administered Schemes, Self Invested Personal Pensions and
Final Salary Schemes. They pride themselves on providing an all-embracing
pro-active service to deliver on identified client requirements
and expectations. They seek to provide a full administrative service,
thus ensuring that clients can devote their time to running their
businesses.
Working closely with a range of specialist advisory firms (Accountants,
Solicitors and Trust Specialists and Investment Consultants),
the aim of which is to provide a personalised and entirely bespoke
service reflecting the differing needs of each client.
The complexity and ever-changing nature of UK tax laws means
that business owners and high net worth individuals need pro-active
and ongoing guidance from their professional advisers to make
the best of all tax-planning opportunities.
Essential Trustees Ltd seeks to facilitate that result by drawing
together experts at all levels to deliver workable and long lasting
solutions for clients.
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