Services For Charities Charities have a slightly different demand to most other types of organisation given the accountability required in any policy decision. We are well versed in taking your instructions, interpreting them to available products and making a proposition and present it to management boards or commitees. We can assist with the management and implementation of schemes or investments either to support and promulgate the aims and objectives of your organisation or to recruit and retain staff. Accountability and responsibility of any Charitable organisaion is of immense importance and we are pleased to meet and often exceed "due dilligence" standards when dealing with Charitable organisations. We recognise that the documenting of every decision in a reportable manner is essential in order that all interested  parties can readily identify the decision made and often just as important how you arrived at the decision.

Investments Reflecting Your Values It is often a cause of great embarrassment at least and uproar at worse, when a charity or organisation is found to invest into an entity which is the antithesis of your organisations "reason detre" We can add value to any organisation We ensure that the  selected invetments are appropriate to the organisation to ensure not only a synergy with your beliefs and values but also to ensure you're not the next tabloid expose!