I help Charities and other non-profit groups to generate income and make the most of their money by providing tailored, unbiased financial advice and investment management. I work as part of a highly experienced and successful team crafting individual solutions that help my clients to deliver their wider aims and objectives to make society a better place. The Charities that I work with typically have investable assets from half a million pounds to the tens of millions and come from all areas of the sector including Grant-making Trusts, Educational, Religious, Medical and other Charities. We are experienced with helping Charities to invest for the first time as well as assisting more experienced boards of trustees to enhance their income.We work very hard to be friendly, approachable and easy to deal with and ultimately this is reflected in the long-standing nature of our client relationships and the fact that our clients are happy to recommend our servicesSpecialities: Charity Investment ManagementEthical Investment AdviceInvestment ManagementTrustee advice