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.
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.
We’re here and ready to help you face your trustee financial challenges head on.
Call us on 0845 680 8910 or email: firstname.lastname@example.org
The Moneytree Corporation Limited Registered in England number: 4350758. Registered Address: 14 Gipsy Lane, Warminster, BA12 9LR. Savvy Financial Planning is the trading name of The MoneyTree Corporation Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice. We are entered on the FCA Register No: 504571 at www.fca.gov.uk/register. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The value of investments and income can go down as well as up and you may not get back the full amount invested. Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123, www.financial-ombudsman.org.uk.
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