Financial planning
Whilst your charity can make some financial decisions independently, the risk of costly mistakes is high.
If your trustee board requires external knowledge and expertise to help your charity achieve its financial objectives, our team are here to help.
Through our expert financial planning support, we can provide your trustee board with peace of mind when making important decisions.
What we offer
We can provide expert financial planning advice to your charity and trustee board, providing peace of mind when making important decisions.The support we provide is tailored to the specific needs of your organisation and employees.
Our specialist team can can offer the following financial planning support to help you meet your charity’s objectives.
- Charity support – support concerning investments, financial planning and tax. Reviews can be arranged to ensure the ongoing suitability of your arrangements.
- Key Person Insurance – allows you to cover senior employees in the event they are unable to work. The lump sum can be used to repay loans, replace lost revenue, or even to hire and train a replacement.
- Trustee and director consultancy – personal financial planning support for trustees and directors, based on their individual financial goals. This includes wealth generation, investment management, retirement strategies and more.
- Other professional advice – we can arrange legal advice, payroll provision, general accountancy and procurement via our relationships with trusted professional partners.
We are an NCVO Trusted Supplier and NCVO members receive a 10% discount on our initial fees.