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The Service

For over three decades we have been committed to making the benefits of investing accessible to all and we are proud to have supported clients as well as Charities on this journey. Our Charity Investing Service offers a managed investment service for trusts, schools, hospitals, non-profits and other charities.  

By working closely with charities and having set up our own Charitable Trust 20 years ago, we have developed a deep understanding of the day-to-day operations and reporting obligations that fall upon a charity. Therefore, we are uniquely placed to help your charity achieve its goals and you can be safe with the knowledge we understand the requirements of the Investment Policy Statement.

View our service overview 

Capital at risk

Past performance is not an indicator of future returns please remember as with all investments your money can rise and fall.

What’s included in our Charity Investing Service

Our Service offers you access to our in-house specialist teams where you can invest in a broad range of asset classes powered by our global thematic investing approach. We are proud to combine the power of technology and people. We have dedicated Advisers across London in our high street branches, so as well as access to an Adviser online you can pop in and speak to our team face to face. 

Our Advisers have experience working with a range of local charities, non-profits, trusts, hospitals and schools. We understand every Charity’s needs are different and we work closely with you to design an appropriate investment portfolio based on your needs and goals.  

Our Investment Management Services

Our investment management services provide investors of any level of experience with a route to achieving their financial goals. We offer robust, transparent, and reliable services to help you chart your financial journey with clarity and confidence. 




  • Assets below £2m 0.75% + VAT (0.90%) 

  • Between £2m-£5m 0.50% + VAT (0.60%) 

  • Above £5m+ 0.25% + VAT (0.30%) 

Best Full SIPP Provider 2023

Investors Chronicle & Financial Times

Best Full SIPP Provider


Discretion/Advistory Award

Investors Chronicle & Financial Times

Best Discretionary/Advisory Service


COLMWA Best Advisory Service 2023 Square


Best Advisory Service


2021 Readers Choice

Investors Chronicle & Financial Times

Readers Choice


Past performance is not an indicator of future results