Charity Advice


Charity & Trustee Investment Guide

Our "Charity & Trustee Investment Guide' is available to download 'here'.




Charity service proposition

Our charity service gives you peace of mind that the investment strategy you adopt is in line with the legislation and that your trustee obligations have been met.


It also ensures that the investment strategy is the most appropriate and suitable for your needs, giving you freedom to fulfill your charitable objectives for generations to come.


Our range of services includes:

- Initial free consultancy meeting with no obligation.


- A review of your key documentation (trust deeds and Investment policy statements) for compliance with legislation (trustee act) and industry guidance. We can help you write a bespoke IPS for your charity.


- A review of your financial objectives, be they income, capital preservation, or planning for specific projects, with a full report for your due diligence records.


- Cash flow analysis and forecasting, including impact analysis of inflation.


- Independent expert review of your existing investments for appropriateness.


- Access to the most competitive cash rates for short term cash reserves.


- Review of costs.


- Fully documented due diligence process for reviewing and selecting investment managers. Industry guidance and best practice suggest investment managers should be reviewed annually and decisions recorded in a full audit trail.


- Monitoring with ongoing review meetings and written reports.


The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.


Contact us if you would like more information on what you have read or you wish to arrange a face to face appointment, we are here to help.