Charities and Trusts

Our investment service for charities gives peace of mind that your trustee obligations have been met and that the investment strategy you adopt is in line with legislation and the organisation’s wider requirements.

Having established your income and expenditure patterns, we can use cash flow modeling to make sure your investment strategy is built upon firm foundations, releasing income when needed, and giving you the freedom to fulfill your charitable objectives for generations to come.

We work in partnership with your trustees, supporting you with advice to make confident, informed decisions - to ensure both long-term financial robustness and short- and medium- term funds have maximum impact.

Our range of services includes:

• Initial 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.
• 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 competitive cash rates for short term cash reserves
• Review of costs
• Hands-on assistance for reviewing and selecting investment managers. Industry guidance and best practice suggests investment managers should be reviewed annually and decisions recorded in a full audit trail
• Monitoring investments and suitability with ongoing review meetings and written reports