Client feedback


Professional and forthcoming with support.
Martin Crees ,
Rabobank
I find Colin proactive rather than reactive. He is also supportive.
The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.
Anonymous
Very responsive to any queries we have and proactive in managing our scheme to the best. Very happy with the support we are getting.
Caroline Rand ,
Historic Royal Palaces
I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.
Dave Strain,
Royal Yachting Association
Good, helpful guidance.
Christine Morris,
Twyford Bathrooms

Saving tax for Bella's beneficiaries

Topic:

Funding & investment

Date published:

Thursday, 5 December 2019

Watch 'Saving tax for Bella beneficiaries' on Vimeo

 

 

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