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.
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