Among their many responsibilities, in relation to investment matters trustees must in most cases:
We deliver an investment service based on the specific requirements of the Charity. We provide a clear audit trail to show that trustees have taken advice and are acting in a professional manner, giving trustees the peace of mind of knowing that their responsibilities in relation to investment matters have been fulfilled.
To ensure that we build the right investment strategy to suit your organisation we take time to understand your Charity’s requirements. We offer an initial meeting with the trustees at our expense to discuss the following:
We will also discuss with you the full range of options, including single manager portfolios, bespoke discretionary investment management services, common investment funds and cash accounts.
Following our initial meeting, we work on the basis of a pre-agreed fee to devise an investment strategy based on your Charity’s specific criteria. Acting as independent adviser to the trustees, we provide the following services:
For larger Charities, we can devise an independent, objective process of investment manager selection including presentations by third party investment managers and commentary as appropriate.
Charity investment is a specialist area of advice. Iain Andrews, Director of Thomas Westcott Chartered Financial Planners, has served a wide range of new, experienced, professional and charitable trustees for many years. Among his professional memberships, Iain is a qualified member of the Society of Trust and Estate Practitioners (STEP) and is a Chartered Financial Planner.