Working your with referrals

We are Specialist Trustees and will work with you and your clients to care for them and protect their assets. We will leave you to do what you do best, while we take care of the trust management.

“We have enjoyed working with John Appleby and his team supporting their role as trustees. The role of trustee is not always well understood and it has been a pleasure working with John and to see another trustee option available at a time when many trustees are exiting from trusteeships. John’s commercial and litigation background make him an easy client to work with.”

Vicki Ammundsen
Director - Vicki Ammundsen Trust Law Limited

"John’s advice and skill in managing complex trust issues ensures that my clients trusts and trustee obligations have been fulfilled, and my risk profile as an accountant has been reduced accordingly. I find John and his staff willing to communicate and advise as I work through trust issues which are becoming increasingly complex."

Richard Sommerville
Director - Walker Townsend Accountants Limited