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 Abbey National Wrap Managers Ltd as custodian to safeguard customers assets and carry out transactions in their account.

Trusted Advisor Ltd is Authorised and Regulated by the Financial Services Authority