Financial service for Charities & Trustees

Investwise for Charities

As a charity trustee you have clear responsibilities to act in the charity’s best interest within the framework set out by the Charities Commission when it comes to investing funds.

We work with you to understand the charitiy’s financial requirements, whether that be investment, staff pensions or financial planning and tailor our recommendations to meet financial goals.

We provide you with clear, simple plans and proposals, delivered in plain English and have a transparent charging structure. Our aim is to develop a strong relationship in order to give you the ongoing support you require to satisfy all your trustee obligations.

Please call us on 01444 443322 or contact us