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01582 769980


Charity Solutions
Trustee and Legal

Our solutions include:

  • Reviewing & monitoring trustee duties.
  • Reviewing due diligence as a corporate body
  • Corporate/charity governance with key objectives
  • Providing guidance and due diligence if working in a consortium
  • Public liability
  • Other areas that may be of concern

Cash Management

Our solutions include:

  • Cash flow analysis management
  • Interfacing between investment management & cash drawdown
  • Improving returns on free float cash
  • De-risking your cash balances
  • Accounting services
  • Other areas that may be of concern


Our solutions include:

  • Establishing employee benefits
  • Reviewing staff handbooks and contracts
  • Providing an HR helpline
  • Implementing workplace pensions & monitoring auto-enrolment, new joiners/leavers/part time/contractual staff
  • Payroll review.
  • Other areas that may be of concern


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