Financial Advice for Charities

Charities – how we can help you

We can provide guidance to Trustees to help them determine the strategic direction of the charity with regards to the development of their financial objectives

We can help build on the experience of the Trustees by ensuring that we help you determine funds for immediate investment and access(where required) and funds that would benefit from longer term investment

We can help you understand risk in the context of a charity’s social and fiscal obligations by guiding you through the pitfalls of market volatility, ensuring you have enough capital adequacy to support immediate need and managing your charitable social responsibilities by ensuring the alignment of your charity’s goals with your investment choices.

Trustees have a duty under CC14 to ensure that the certain criteria are fulfilled when they make investment decisions on behalf of their charity.

Most importantly, we can help you look after your funds and ensure they perform well in the market.

But don’t take our word for it… see what one of our clients, The Maurice Jagger Centre have to say…

The Maurice Jagger want to invest any money they make on their investments to further the cause of Calderdale disabled residents. With help from Brighter and a managed investment portfolio we have been able to do this and have already donated to the local special needs schools in the area.

Jean Redford, Trustee – Maurice Jagger Centre

The chart below demonstrates how a managed portfolio can ensure that market volatility is monitored in such a way that investments, overall out-perform in the market.

The Brexit effect has had a negative impact on UK investments but the second chart shows that the Maurice Jagger investment just flat-lined during this period and then recovered, increasing in value by £9,000 in the last 7 months.

What can I do next?

John Jackson and Bradley Parry are our IFA’s specialising in the area of charitable investments. For a no obligation chat with one of them, please make contact by: email or call 01422 832100

Brighter Financial Services Limited – A local-to-you financial services practice – here to support you with your charity’s financial investments.