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Financial Services for Charities

Investing capital for charities

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. 

Investing capital wisely

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.

How can we help you?

For independent financial advice for your charity and to discuss the following financial services contact Ruth Dolan, Chartered Financial Planner, on 01227 763939.

Quick contact

Furley Page Solicitors in Kent, London, Canterbury, Chatham & Whitstable
Get in touch on 0845 603 10 57