MANAGING CHARITABLE INVESTMENTS
Managing Investments for Charities is a specialist area of Financial Planning. It needs careful consideration to adhere to the requirement of Charitabe Trust Law whilst meeting the needs of the Charity. We will help you to develop the best strategy for Investment Risk and use different products to reduce the effects of Management Fees. We have considerable experience and knowledge in advising on the best solution available and can closely work with your chosen Solicitor and/or Accountant to help comply with the regulations. Regular reviews of the investments will provide you with the peace of mind that your duties as a Charitable Trustee are being satisfied.