Financial Advice

We understand that not-for-profit organisations have their own special concerns and constraints when it comes to investment. Thankfully, working closely with individual boards of trustees has allowed us to build up particular knowledge and expertise in the sector and to develop a well-honed sense of acceptable risk.

Our clients appreciate that we share their key concerns

We’ll always make responsible financial recommendations for the benefit of your organisation. From helping you to evaluate your existing investment policy and range of investments, to supporting you while you refresh your approach, we’ll manage your investments in close collaboration with you.

Acting at all times as your trusted adviser, we’ll always secure the best value and the best fit for you, according to your needs and attitude to risk. The values of your organisation will consistently be reflected in the advice we provide and the investments we manage on your behalf.

That said, we won’t try to push you into making ethical investments.

We understand that all organisations are different. Likewise, if it suits your charity to hold onto existing conventional investments, we won’t automatically recommend converting them. Our simple goal is to invest your funds in the right way for you.

We can help charities with:

- Establishing trusts and charitable foundations

- Drafting an investment policy

- Establishing and managing an investment portfolio

We offer charities an Overview Advisory Service, designed very much with their unique needs in mind.