Trustees and professional advisers //

A top-down view shows us where to zoom in on the details.

See how we create a single source of financial truth for trustees and clients.

Working with Method

We understand a client turns to you as a professional adviser or trustee for specialist knowledge and support. Sometimes their needs cross over into areas that either you are not regulated to advise on or you want additional support in a technical area.

We create a Team around you to support you in that role.

Trustees

Method provides independent advice and oversight across the full range of trust investments, from traditional portfolios to property, private equity and venture capital. Trustees remain responsible for investment decisions.

We assess performance, risk, costs and suitability, looking at how each investment supports the trust's objectives.

This gives trustees access to independent investment expertise and a joined-up view of their assets when making decisions on behalf of beneficiaries.

Questions we can answer

  • Are the private or alternative assets my clients have relevant to their needs?
  • Are the fees justified?
  • Are the assets invested appropriately for the beneficiaries?
  • Does the mandate still meet the trust’s needs?
  • What would an independent review add?
Method services

Professional advisers

When you introduce another adviser to a client, your reputation goes with the introduction. We respect that. Your relationship with the client remains yours, and we work alongside the professional team already in place.

Method maintains financial information and manages projects that cross different areas of advice.

We take on the administration, areas of regulated advice and specialist investment analysis leaving you to concentrate on your role.

Questions we can answer

  • Can someone provide compliance information such as KYC, ID in one place?
  • Do you have the information you need from other advisers?
  • Do you need some independent financial advice on a SSAS, or offshore bond?
  • Does your client need an independent investment review to the market?
  • Your client has a private opportunity that needs analysis — can you help?
  • What else needs to be done if the client acts on your advice?

  • We have worked with Method across a couple family offices, I have found them to be efficient and collaborative with needs of the client coming first.

     

    They have made our work easier by linking the different professional service teams, sharing the load and ultimately allowing us to focus on what we do best.

     

    They are always willing to pick up the phone not only for shared cases but also for any financial planning general queries.

    Andrew Shepherd CEO, Shepherd Private Clients

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