The reassurance of a thorough independent review

Our financial planning service will help with aspects of your charity's finances including:

Banking Review

Working with the right banking partner can bring many benefits to your organisation. By conducting a review of your banking arrangements, we will take a look at your existing banking facilities - including your accounts, transactions, charges and commercial terms - and explore ways of helping your charity enjoy greater efficiency and cost savings through consolidation, negotiation with your existing bankers or through the use of alternative providers.

Investment Review

We will perform a top to bottom review of your charity's investment policy culminating in a final independent report as to what actions, if any, are recommended to ensure your portfolio is appropriate, sufficiently diversified and maximises potential returns.

As part of the process we will work with you to assess your portfolio's exposure to investment risk, or 'variance', and discuss any requirements for your portfolio to comply with social, environmental or ethical criteria. We will also explain the best ways to monitor the ongoing performance of your investment managers and keep abreast of current legislation and best practice.

Contingency Planning Review

It is easy to underestimate the importance of insurance but you never know what's hiding around the corner. Should anything happen to one of your key stakeholders, for example, you need to feel confident that you can cope with the potential financial loss, and any subsequent problems.

We will help you with every aspect of your contingency planning to ensure that your charity - and your trustees - are adequately protected against the risk of financial loss, whether that be through crime, professional or personal liability, or loss of a key person.

Pension Scheme Review

If you have a group pension scheme, our review will give you the reassurance you need to know that it is correctly managed, efficiently run and meets current legal requirements - and that you are getting the best possible return on your investments.

And, as an added benefit, we can provide financial planning services to your employees too. We offer a choice of support programmes that provide individuals with the level of support, personal attention and strategic resources that is best suited to their needs, giving them the confidence they need to keep their own finances on track whilst at the same time empowering them to achieve their personal goals and ambitions.

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