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Charity Investments

Our solutions include

  • To help the trustees define the Investment objectives short, medium and long term
  • Taking into account the cash flow forecasts for the charity
  • To translate this set of objectives into a format against which we can assist the trustees inviting an agreed shortlist of wealth managers to pitch for the investment mandate
  • To support the trustees in making the final selection choice, agreeing the T&C’s and pricing, the governance, reporting and review requirements

     Our process is as follows:

Charity investments












I-Charity Solutions investments are conducted by another company within the I-FSG called Lyndhurst Financial Management Ltd who are Authorised and Regulated by the Financial Conduct Authority.