Experienced – Collaborative – Professional

Charity Investment Advice

Willow Financial Planning is dedicated to providing the trustees of charities with the advice and support that is essential when setting out the investment needs of their charitable assets. We understand the importance of planning for goals and managing money towards a given target.

Our service provides clear guidance on investment requirements, as set out by the Charity Commission. We work hard to support trustees by:

  • Taking pride in helping our charity partners meet their goals.
  • Making the time to understand what is most important in achieving the charity’s objectives.
  • Striving to complement the existing framework in order to increase the charity’s assets through hard work and suitable investment.
  • Supporting trustees in meeting all of their legal and best practise requirements.

For more information about trust planning, contact one of the team today!

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Charity Investment Advice


Our highly experienced team will work just as hard to ensure you continue to succeed.


At the heart of everything we do is a desire to offer a service that clients value.


We offer technical expertise, reliability, efficiency and a bit of imagination.

common questions from a charity trustee

  • Why do charities invest?
  • How do charities manage their investment?
  • What is the trustees’ role when making financial investment decisions?
  • What issues do trustees face when investing?
  • What are the legal requirements of trustees?
  • How Willow Financial Planning can help?
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