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Independent, impartial and straight-talking guidance. Best of all, did we mention our service is free?

Straight answers and impartial insights

Our team has over 70 years of combined charity experience and they have helped hundreds of charities take action to meet their ideal charity investment manager.  We pride ourselves on knowing each firm and happily impart our wisdom by whatever happens to be your preferred communication method.

If you supplied a mobile number we will SMS you to let you know we are going to call and we can accommodate calls out of working hours or Saturday mornings. Complete the form, email us with your request.

Our team are not sales people; we do not operate via call centres. We are a small team of experts who are here to give you a shortcut to finding your best-suited charity investment  managers.

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