Investment Advice for Charities

Whether you're investing or considering investing and would like advice, we have the information you need to get started. We're experienced in working with charities and would be more than happy to assist.

You may need some guidance or recommendations; whether you're a seasoned charity investor or new to the world of investments.

If your charity is investing its funds, it's vital that your trustees understand their responsibilities as outlined in the Charity Commission's CC14 guidance. This may include seeking expert investment advice when considering investing your charity's money or reviewing your current investments.