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Charities charity Financial adviser advisor advice 

Charities Investment


There are about 163,000 charities in the UK that exist to support good causes at local, national and international levels.

We understand that customer service is very important. You want to deal with an organisation that really knows you, your charity its financial situation and the aspirations for the future. We realise that your charitable goals, objectives and requirements can change over time, so any plans are reappraised regularly and realigned with any alterations to your circumstances.

  • Are you confident in the overall investment policy and objectives of your charity?
  • When was the last time your investment policy statement was updated?
  • Do the trustees agree on the balance between investment risk and return?
  • Are the trustees aware of the impact of environmental, social and governance factors?
  • Do any of your investments have tax implications for charities?
  • Are your permanently endowed funds invested in a way that helps meet long and short term aims?
  • Do you know the charges you pay on your investments?
  • Do you know what the total return on your investments over the last year?
  • Do you know how your investment performance correlates to your financial goals on a continuous basis?
  • Does your investment adviser provide an unbiased whole of market regular review backed by documented governance?

How we can help

Our investment review service is designed with the simple objective of giving you clarity and a full understanding of the investment strategy being used by your wealth manager.

As well as leading to potentially enhanced returns, the service should also help trustees meet their statutory duties under the Trustee Act of 2000.

The service is suitable for Not-for-profit organisations, charities and trustees who entrust the assets of their organisation to 3rd party wealth managers or investment fund managers.

Get in touch 

We’re here and ready to help you face your trustee financial challenges head on.

Call us on 0845 680 8910 or email:

Savvy Financial Planning, Hinton Business Park, Tarrant Hinton, Blandford Forum, Dorset, DT11 8JF