Charity work is an area within which we have a special interest. We would meet with you and gain an understanding of what is required by your investment policy statement (IP Statement). We use a range of investment strategies and they are aligned to the conditions usually set within charitable IP statements.
We will conduct an in-depth analysis of the situation and help you gain a tangible understanding of the IP Statement and its aim. This will allow us to build a plan that sets out the way we can move forward to achieve these goals.