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Trusted Advisor is a fee-only
Independent Financial Advisor that is structured to work on behalf
of a maximum of 40 affluent entrepreneurs and their families.
We have
taken Nobel Prize-winning academic research that has identified
the dimensions of stock returns that consistently outperform major
global market indices, and created low risk, cost efficient
portfolios that entrepreneurs can utilise to preserve and maintain
their wealth.
We develop
lifetime relationships with our customers so they enjoy a successful
investment experience, which allows them to relax and focus on what
is really important to them.
In order
for Trusted Advisor to deliver a successful investment experience
for our customers we use the funds and philosophy of Dimensional
Fund Advisors. Their strategies combine the broad diversification,
low cost, and reliable asset class exposure of passive strategies
and add value through engineering and trading.
Over 1,000
US Investment Advisors rated Dimensional as the best
overall company in the US fund management industry 3 years in a
row. 
Download the
latest survey.
Trusted
Advisor is proud to
be a Dimensional approved investment advisor.
Trusted Advisor
uses James Hay Wrap Managers Ltd as custodian to safeguard
customers assets and carry out transactions in their
accounts.
Trusted
Advisor Ltd is Authorised and Regulated by the Financial Services
Authority
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