Our investment service for charities gives peace of mind that your trustee obligations are being met and that the investment strategy you adopt is in line with legislation and the organisation’s wider requirements.
Having established your income and expenditure patterns, we can use cash flow modeling to make sure your investment strategy is built upon firm foundations, releasing income when needed, and giving you the freedom to fulfill your charitable objectives for generations to come.
We work in partnership with your trustees, supporting you with advice to make confident, informed decisions - to ensure both long-term financial robustness and short- and medium- term funds have maximum impact.
Our range of services includes:
Lewis & Jill B
La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.
Investing with Intelligence
Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof.
Get in touch - our initial consultation is free, and it could be the best move you make this year.