Welcome to the forum summerbreeze.

As mentioned on another thread earlier today, the operators of this site (including me) choose not to comment on firms other than the three (represented here by Mark, Kevin and David) that we choose to recommend.

Other forum members may be willing to share their own personal experiences about chooseing a firm here. All the evidence is that it's an important choice to get right.

Sounds like a middleman. Avoid and contact a couple of firms yourself. I never used any of the firms that are endorsed by the site but everyone that uses them and posts on here has nothing but good things to say about them.

There's been a couple of posts on this fairly recently and the general opinion seems to be to avoid middlemen, especially if they have contacted you rather than you contacting them. There's no reason why you cannot speak to an IP firm directly who will guide you through a of the options available.

Ask lots of questions and ensure everything is confirmed in writing before agreeing or signing anything though.

Mark

I'm with them...haven't had any problems with them, although not good at getting back to you of you have questions or queries one you've signed.

Hi, thanks for all your replies. We are thinking on contacting another company to see what they have to say, and hopefully just be dealing directly with only one company from the start.

It's a wise move to know exactly who you are dealing with and even better, in my opinion, if the advisor who you dealt with at the start will still be available to discuss matters later.

Mark

Hi summerbreeze,

It's always best to try and deal directly with the company and advisor that will handle your Trust Deed from start to finish.

We always suggest speaking with two or three advisors from different firms to get a feel for things and exactly how your Trust Deed will work.

Don't rush into things, take your time do some of your own research and then proceed with the company and advisor you feel most comfortable with. By doing it this way your Trust Deed should run smoothly and without any problems.

I don't think its a question of trust to be honest, as all firms work under the same rules and guidance. The biggest issue seems to be how firms interpret the rules and guidance.

The simplest advice is always to speak directly with the company who will actually deal with you, rather than someone who will advise you, then pass you on to the person who will ultimately make the final decision anyway and ensure everything is agreed & put in writing

Mark

It's an important decision, summerbreeze, so no harm in taking your time and speaking to more than one firm before taking the plunge.

I contacted Mark and he visited me at work (at my request) and spent some time with me, reviewing my position and potential options.
This, in itself, was reassuring and things can get moving very quickly.

I suggest you don't hesitate, contact one of the TD guys from this site asap.