Charities and Trusts

Charities and Trusts

Our investment service for charities gives peace of mind that your trustee obligations are being 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
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“I just want to say what a great service I have had from La Playa Wealth around my pension that I have finally got round to thinking about seriously! You've been incredibly thorough and had the patience of saints. Thanks to you I feel a lot more confident about the years ahead!”

Ann C

 

Ready to work with us?

You can call us to talk more about your business on +44 (0)1223 200650 or +44 (0)20 3865 0149

What's Covered?

Proactive advice
Clarity of vision
Real service
Confidential

About La Playa Wealth

Specialist & Independent

La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.

Investing with Intelligence

  • Proactive advice: tapping into the intellectual capital of a Chartered Wealth Manager - your financial ‘life coach’
  • Clarity of vision: with cashflow modelling to show how and when you will reach your objectives
  • Real service: a regular, rigorous review of your plan - not just ‘service by mail’; and quarterly market insights and commentary
  • Real commitment: a long-term, personal relationship with face to face meetings - spending time with you to really understand your priorities

Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof. 

Get in touch - our initial consultation is free, and it could be the best move you make this year.

Photo from Wealth
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Henry Metcalf Chartered FCSI PCIAM

INVESTMENT MANAGER

Direct Dial: +44 (0) 1223 200650

Mobile: +44 (0) 7900 823 838

Email: henry.metcalf@laplayawealth.com

Twitter: @HenryMetcalfLaPlaya