Trustee Investment Advice

Fee-based financial education and advice tailored for not for profit.

Financial planning and investment management advice for not for profit

Managing the assets and making financial decisions on behalf of a not for profit (NFP) organisation is a significant responsibility that requires due care and diligence. Many trusteeships are voluntary but this does not lessen the burden of responsibility or the range of associated obligations.

clarity’s flexible service structure, fee transparency, independence and proven track record mean that we can meet the rigorous demands of NFP trustees, and ensure they get the financial advice they need. We are experienced in providing financial management advice to:

  • trusts
  • charities
  • schools
  • other NFPs

As a NFP trustee you can also access the clarityLAW service provided in conjunction with one of our partners, to help you with your legal responsibilities and obligations.

To find out more about how clarity could help with the financial management of your NFP, or to book a free consultation with one of our advisers, please call us on 0800 368 7511 or click here to make an enquiry.

"We have found the ongoing guidance and investment strategy of Angus Jones and his team to be well informed and well suited to our requirements for long-term investing, taking into account the market fluctuations and our responsibility to risk as Trustees. The team are quick to respond and investment return targets have been achieved over the period. Following the initial comprehensive review we have received excellent and prompt service whenever we have had a question or matter which we needed to have resolved.”

Richard Poffley, Director of Finance and Administration, Roedean School

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