Meet The Team
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
Amy is the main point of contact for a number of key clients and her motivated approach has helped her forge close working relationships with them and their professional advisers.
Amy is responsible for the oversight of multi-million pound assets with a strong focus on UK real estate assets and high-value investment portfolios.
During her career she has accumulated a great deal of expertise and experience assisting clients in achieving their wide-ranging goals. Her duties include statutory filing, attending face-to-face meetings, drafting minutes, liaising with property management intermediaries, reviewing the performance of investment portfolios and the preservation and maintenance of chattels such as artwork, bloodstock, high-value motor vehicles and heirlooms.
Amy has a BA (Hons) in Music which included the close study of the evolution of Manx folk music. She also holds the STEP Diploma in International Trust Management and is a qualified Girl Guide leader.
Abacus would enjoy hearing your story and your aspirations – we would welcome the opportunity to explain how and why Abacus should share your journey. Please email us at info@abacustrustgroup.com to arrange a call.
Client relationships diligently managed by motivated directors
Anticipating needs, timely responses and attention to detail
Onshore and offshore solutions to meet the goals of each client
There may be circumstances when a privately controlled investment company can be attractive for small groups of connected parties.
Abacus helps parents establish trusts to ensure their children’s well-being and security if they are unable to provide it themselves.
Each Abacus client has unique goals and objectives, so they value our ability to establish and manage trusts, companies and funds designed to their specific needs.
