Proficient Partners

Investing other people’s money is a responsibility but it needn’t be a headache.

Herbert Scott’s Proficient Partners service has been designed for fiduciaries – trustees, attorneys and deputies – who are responsible for someone else’s money.  We’ll not only guide you through a process that will establish a suitable investment strategy – we’ll also help you demonstrate that you have met your legal obligations and responsibilities.

We have a great deal of experience advising attorneys, deputies and trustees and we understand the risks involved. We’re also used to working closely with other advisers such as solicitors and accountants so that you get joined-up guidance and advice.