Investment Consulting
Our service is designed to help Trustees meet their duty of care in the highly specialist area of investment. We provide an independent interface between investment management groups and Trustees to achieve the optimum financial outcome for the charity.
Our approach to working on investments is first to understand the charity strategy, its progress, its strengths and weaknesses, and its measure of success. We then examine how the investments and reserve policy are structured to support this strategy. Depending upon requirements, this can be undertaken as a standalone review or incorporated into a bigger project to look at all aspects of your investments.
Once your review is under way, we ensure that trustees and senior managers are aware of the requirements of CC14 and other Charity Commission regulations. We will also share with you with our knowledge and insight into the markets and the various types of investments available, so that you have an informed understanding to underpin future investment decisions.
We work independently of any fund management group - this enables us to negotiate highly competitive terms on your behalf.
In turbulent times maximising the potential of investments is even more important than ever, and we aim to ensure you realise fully the benefits of a robust investment strategy.
T 01666 510832
M 07778 221373
