
Financial Services for Charities
Related Information
Our Independent Financial Advisers offer financial services to charities, helping them make the most of their capital through wise investments for the benefit of the charity. Most charities do not use all of the capital that they receive to do charitable works, they use it to make extra income through investments.
Charities need to make their capital work for them by providing both growth and income. This enables the charity to continue with its purpose for many years and apply its growing income to the service of its beneficiaries.
Smaller charities often leave accumulated funds in low interest deposit accounts or use an investment which is not performing. Trustees of charities need to be aware of alternative investment options open to the charity and should take independent take financial advice on the appropriate investment of the charity's funds.
For independent financial advice for your charity and to discuss the following financial services contact Ruth Dolan, Chartered Financial Planner, on 01227 763939.
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