charity investment advice & support essex

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.

charity investment policy

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.

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?

finding us

Southend Office
453 Southchurch Road,
Southend-on-Sea, Essex, SS1 2PH
Tel: 01702 667 315 | Fax: 01702 442 180

Billericay Office
Unit 28, Barleylands,
Barleylands Road, Billericay, Essex, CM11 2UD
Tel: 01277 886 598