Financial services

Charities today face major concerns about the Trustee Investment Act. The trustees of a charity are responsible for deciding how to invest the charity’s assets – an important task, as the assets can provide income and future security.

However, the Trustee Investment Act also makes trustees legally liable for poor investment decisions. That’s why it pays to talk to Ensors. Our expert team can offer sound investment planning advice which is totally independent.

We can advise on the full range of investment products available to charities as well as providing more complex bespoke solutions.  We offer a flexible charging structure based on fees or commission and pride ourselves on ‘no-pressure’ customer service, with salary based advisors providing a friendly, personalised approach.
  • Wide ranging, independent advice for sound investment planning.
  • Bespoke solutions with a flexible charging structure, based on fees or commission.
  • Fast, efficient and cost effective service.

This advice is provided by Ensors Financial Planning Limited

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Dan Smith
T: 01284 722330 daniel.smith@ensors.co.uk