Q. I have recently taken out a life assurance policy for the benefit of my partner and our children, and was advised to use a trust arrangement to do so. Can you explain why this is needed? A. A trust is a legal entity whereby the person setting up the trust (the “settlor”), gives property […]
We recognise that areas of advice have become far more complex over recent years, following changes in legislation, and believe that advice at the highest level can not be provided by the typical “general practitioner” adviser.
The merger of Wilkinson Hatton and Rutherford Financial Management in 2002, and our subsequent expansion to what Rutherford Wilkinson Ltd is today, has given us sufficient capacity and expertise to enable the establishment of the separate departments, headed by advisers who specialise in those particular areas.