Our approach
We appreciate that being a trustee carries a great weight of responsibility. To make it easier for you, we pride ourselves on delivering tailored reporting and effective administration by taking a hands-on approach.
Regular meetings
We will attend meetings as and when required. We’ll agree what you would like to cover in advance, and if there are any areas of concern you want to focus on.
Quarterly reports
Our relevant and concise reports are tailored to your charity’s requirements rather than delivering a one size fits all approach.
Year-end accounts
Our accounts contain all the relevant information on your investments as required by your auditors. We also will help you draft a suitable commentary if needed.
Online account
You can view your account at any time through our secure online facility. It includes up to date valuations and income and capital statements.
Administration
Our inhouse team are available to answer any questions you may have as well as providing necessary documents.
New clients
It may be daunting when setting up a new account. We help with all documentation to make the process as straightforward as we can by being there every step of the way.
