Charities have different needs so far as the management of their investments is concerned. You know that and we know it too.
That’s why we offer a bespoke service which is independent from the influence of fund managers, investment platforms and others selling their investment propositions.
We have the experience to be able to provide a service which stretches from drafting an “investment policy” through to establishing a sustainable and predictable income flow and regular future reviews.
Long term business relationships are essential in this context and many of our client accounts go back more than 20 years.
If you would like to talk about your Charity’s needs, please don’t hesitate to give us a call. You’ll be under no obligation and there’s no “hard sell”.
Our principal aim is to ensure our clients have investment arrangements which fulfil the Trustees obligations in all respects and achieve the objectives of the Charity.