As experts in investment, we are ideally placed to offer advice to the trustees of charities with regard to their options for growing a charity’s capital reserves over the medium to long term and receiving an appropriate level of income.

At a time when interest rates are at an all time low, it is important for trustees to consider their charity’s financial planning strategy and decide how best to use their capital. Due to ever increasing regulation, trustees are also increasingly encouraged to review their investment strategy regularly. As trusted, independent advisors, we are well placed to assist with this review process.

What makes us different is that we do not focus solely on investment advice, but offer a truly holistic service taking into account all areas of charity finance. By taking this approach, we are able to establish clear short-term and long-term goals for a charity and work closely with the trustees to achieve the agreed objectives.

We are also keen to support and develop the rapidly growing area of social investment. This form of investment involves the provision of funds for an organisation with a clear social or charitable agenda which generates a financial as well as social return. In an economic climate of government cuts and restricted bank lending, this alternative form of investment can help charities to raise funds to allow them to continue their good work in our communities.

If you would like to know more about our new charity service or anything discussed in this article, please do not hesitate to get in touch with either Matthew Clark or Nick Rusbridge.