Looking after your finances as you look after others
It is not just individuals and corporate business who require financial advice in order to ensure they obtain the best financial return on their monies. The estimated total donated by adults in the UK to charity in 2016 was approximately £9.7 billion (source: UK giving – Charities Aid Foundation).
The charities use these monies to assist with many good causes and at McCreas we can help by providing independent advice to ensure the best possible financial return, fully compliant with charity legislation. This allows the charities to obtain returns higher than would be available within basic charitable bank accounts without taking risks with the capital.
How we can help
At McCrea Financial Services we help charities to invest monies in a wide range of investments appropriate to the charities’ aims and objectives. In providing independent advice, this ensures the Board of Trustees make the right decisions in respect of which bank accounts to use and how much to retain in accessible monies. We can also assist in helping obtain a good rate of interest as well as building capital and/or generating income through a top quality portfolio of investments whilst ensuring the charity follows the Charitable Commissions strict guidelines on investment.
We have years of experience in Charitable investments and our advisers can discuss with the charities’ trustees where they can invest, whether ethical or socially responsible investments and discuss any potential medium to long term objectives the charity has.
This takes a great deal of the time consuming investment management and stress away from the charities and allows them to concentrate on what they do best.
If you'd like to make an initial free no-obligation appointment to establish or review your plans, you can contact us by email or by calling the office on 0141 4572 1340.