CHARITIES & TRUSTS
HOW WE CAN HELP YOU
We have experience of working with charities and trusts in both a professional and a personal capacity and can support you in meeting your obligations and legislative requirements.
Please see below how we can help you.
Please see below how we can help you.
We can review the performance of your funds and discuss your charitable goals and activities with you so that we understand fully your need for income versus your desire to protect and grow your assets. Having done that we can then:
- draw up a clearly defined investment policy statement
- manage your investment portfolio to meet your goals on a low-cost platform
- meet with the trustees on a regular basis to review progress and any rebalancing recommendations
We can provide detailed online reporting as well as offline reporting.
WE AIM TO GIVE YOU SECURITY, PEACE OF MIND AND A SENSE OF DIRECTION