Professional Trustees

When using Professional Trustees, you will receive the correct advice, which can be crucial in preserving your Assets

Google Rating
5.0
Based on 159 reviews
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Many people when creating Trusts appoint their children or other family members as Trustees.

The Trustees are often also the Beneficiaries to the deceased’s Estate and this fact may pose some real problems after the death of the Settlor (the creator and owner of the Trust).

Once the deceased’s assets enter Trust, a Trustees meeting must be held and any decisions regarding the distribution of these assets, should have the agreement of all the Trustees. As we all are aware this can often prove to be an issue within some families.

The role of a Trustee can be extremely daunting for an untrained person and often decisions will be made, that may not be completely in the interest of the Beneficiary(s). This may be simply because the Trustees do not have a clear understanding of the impact their decisions may have on the Beneficiary’s inheritance.

Frog Wealth Management gives consideration to the tax status, financial status and marital situation, of the intended Beneficiary (i.e. if the Beneficiary were undergoing financial difficulties or entering Divorce Proceedings). This ensures that the assets would not be lost to creditors or future ex-spouses.

The correct advice can be crucial in preserving assets and ensuring as much as possible is received by the intended Beneficiary(ies) and is not lost to tax, divorce or in settlements to creditors

Some of our Google Reviews

Amazing team could not have done it without them.
Grace Kearns
Grace Kearns
1711487336
Excellent service from Charley on a non-standard building and contents insurance. She was prompt, and knowledgeable, and helped clarify various issues
Phenomenal service. I have and will recommend Frog Financial to everyone. Informative, helpful, great communication, so kind, and we really felt like the whole team cared about us. Took so much of the stress out of the process. We have no doubt that we will use Frog again! 🐸
Elena Prokopiou
Elena Prokopiou
1708805074
Arranged our mortgage deal and building insurance with Frog. They were really helpful throughout the whole process and we would have no hesitation at all recommending to others.
William Oakes
William Oakes
1708085925
Just the best, Greg helped me find a mortgage for my first property when other mortgage brokers couldn't find one to fit my needs. They were great answering any questions I had and helped me a lot throughout the house buying process. Also helped find and set up house insurance. Will be continuing to use them in the future and I highly recommend them.
K.K. Gres
K.K. Gres
1707130758
I was directed to Frog Financial in September 2018 and received excellent financial advice and general guidance. Since then I have requested them to investigate house insurance for me and have always signed up to the suggested policies.I would have no hesitation in suggesting they are approached by my friends to discuss their requirements.
Dave Shirvell
Dave Shirvell
1706109059
Charley was fantastic to work with. She was super efficient, working swiftly to find the best deal and to make it happen. I would be thrilled to recommend her and Frog Financial.
Jackie Samuel
Jackie Samuel
1705480246
The team at Frog did a stellar job of our remortgage, they took the stress out of the process with prompt, friendly and most importantly informative communication which made the whole process a breeze. We would not hesitate Frog to anyone. Thank you!
Lawrence Mills
Lawrence Mills
1705081739
I have been using Craig and Greg for 3 years and I have been very impressed with the service from Frog. The mortgage solutions that I required were fairly unusual and Greg was able to provide a bespoke service to suit my needs.
mark jordan
mark jordan
1704296797
Amazing financial service from Greg and his team.Really friendly, approachable and efficient. No waiting around for anythingGreat knowledge on helping me, they were also very patient and made the experience stress free. I will be recommending them to anyone needing help with mortgage /financial mattersFeel more secure now with help and advice given. Will be back again in 2 years
Amazing service...always a very professional and quick service. Would definitely recommend:)
Clare Over
Clare Over
1702496481
I had a great experience with Frog Financial Management. Right from the start Greg was super reassuring and knowledgeable. As first time buyers we had a lot of questions and the whole team were always on hand to answer them. Greg, Danni and Charley were beyond helpful, always responsive and got everything that we needed sorted out, which added some peace of mind to what can be a scary process!
Alice B
Alice B
1702387954
Frog Financial have been sourcing property finance for me for several years. Always on hand to offer advice in the ever changing and complex world of mortgages! Charley can also source competitive property insurance.
Ben
Ben
1700132135
Craig,Ruth and the team have been fantastic.After a bad experience with another advisor, I contacted Frog.From the start Craig explained exactly how he would apply for the mortgage.My application was not straightforward as I had been Ltd for only one year.Craig, Ruth and the Frog team were extremely persistent at getting me the mortgage and always kept me updated and informed ,even calling out of hours for some reassurance.They are very professional and genuinely nice people, and great at what they do.I cannot recommend them highly enough.
D Farrow
D Farrow
1699305350
Excellent service, very proactive and quick to source our insurance policy renewal options from the market. Would highly recommend them. Charley has been providing great service to us.
Girish BP
Girish BP
1699089350
I’ve used Frog Financial services for nearly 3 years in a row for my home contents insurance. Charley is beyond professional and helpful and is always willing to to go above and beyond with any questions I may have. I would high recommend their services!
AK
AK
1698947412
I have just used frog financial management for equity release. They were helpful and informative. They helped me every step keeping me well informed. Thankyou to all the team, I would definitely recommend them.
Mandy Kent
Mandy Kent
1695728117
I wouldn't go anywhere else for mortgage help than Frog Financial. They are so helpful throughout the whole process and no question is too big or too small for them. I'd recommend them to anyone.
Megan Booth
Megan Booth
1695214306
Couldn’t recommend higher. Fantastic team from beginning to end. Managed to secure me a great mortgage even in these tricky times.
Grace Kearns
Grace Kearns
1693823190
Usually, I am always reluctant in giving out services base on google search as I believe in referrals for certain important & delicate things like getting a mortgage application done perfectly well. However, I will say my opinion has now changed based on the professionalism and way my application was handled at Frog! I am grateful to Craig, Val, and the whole team at Frog- You all have made me realise that a client does not need to be seen face to face before a great client base work can be carried out! Well done for the fantastic job done in getting my mortgage application through, hitch free. I am happy I made the decision to bet on you when my initial broker disappointed me :). I will recommend Frog to friends, family and anyone reading this.
Frog are completely on the ball. They source competitive rates and email us when our insurances need renewing - ensuring year on year that we get the best deal. They have sourced our mortgage for over 6 years and given us financial advice regarding our Wills and life assurance. We wouldn’t be without them. Thank you to Craig, Charlie and the team. You have made a huge difference to reducing our stress with financial worry.
Clare Denny
Clare Denny
1693417647
Friendly and helpful from the get go - thank you Greg & the team for all your help securing our mortgage as first time buyers! As a self-employed business owner (with a part time job) it was really difficult to know how lenders would take my different income streams into account. Greg explained everything with clarity and made an overwhelming amount of facts and figures seem simple and coherent. If I could give more than 5 stars I would!
Laura Owen
Laura Owen
1692658222
I couldn’t recommend Frog enough. Our advisor Greg’s advice is always thorough and up to date with the latest market trends. Greg has been meticulous in explaining the nuances of my partner and I’s financial situation with clarity, which has empowered us with the confidence to make sensible informed decisions. I’m not confident that we would have managed to secure the mortgage offer that we have had we gone elsewhere. Everyone at Frog has been very friendly and approachable and are a pleasure to work with!
Dan Muckle
Dan Muckle
1692380143
We have used Frog since our first house move in 2007. We have continued to use them on subsequent moves and when we remortgage - they take the hassle out of everything and are very quick to address things that come up before they become issues. We recently used frog to help identify the best house insurance - Charley was excellent! We are very happy with the service and continue to use them. Friends and family have been satisfied with Frog too and we will continue to recommend their excellent service!
Anthony Gilbert
Anthony Gilbert
1692354736
I Highley recommend Frog! I dealt with Craig and Charley mostly who where very patient with me explaining the process in detail as this was my first time securing a mortgage. Great communication with emails and calls answered speedily. Thank you Frog!
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Appointing a Professional Trustee, will ensure that a totally unbiased approach is taken when dealing with the deceased’s assets and that the Settlor’s wishes are completely upheld

To learn more about how Professional Trustees will benefit your legacy