Charities

We work to build your charity's wealth strategy in a way that suits you:

Your charity is unique and here at Finsbridge, we tailor our approach and manage your surplus funds in a way that reflects this. As a registered UK charity with defined objectives, you would have important financial considerations and an obligation to fulfil commitments to donors, beneficiaries, regulators and volunteers.

We have years of experience working in the industry, and that depth of knowledge enables us to provide advice and guidance that is bespoke to you, based on robust research of the market.

Why should charities choose Finsbridge?

We take time to get to know you, your charity's specific requirements and the financial elements comprising your strategic objectives. These could include:

Your charity investment mandate/existing policy

Expenditure patterns and surplus funds

Potential timeframes or restrictions

Risk and investment loss capacity

Future capital goals and projects

Nurturing Trust: Expert Charity Wealth Management & Sustainable Commitment

We build a relationship with you based on trust and transparency. Our approach to charity wealth management is honest, friendly and professional.

We work to form effective relationships with your trustees and construct the most suitable portfolio to support your long-term plan.

Our expertise and first-hand experience in charity boards and grant-making organisations helps to continually enhance our offering.

Our commitment to the third sector is demonstrated across the business, manifested through our sustainable investing programme based on sound ESG research and charity fundraising and volunteering initiatives.

Finsbridge can offer high-quality impartial expert advice for your charity.

So, get in touch with us today and book a complimentary initial consultation!

Book a Consultation