Whether you are a solicitor, accountant, financial advisor or wealth manager, we can help you give the right advice to your private, business and charity clients about philanthropy and giving.
We have over 10 years’ experience in helping donors achieve their ambitions in helping the community in our area. Our advice is independent and we start with your clients’ wishes and how they want to make a difference.
How we can help
- a personalised, professional service that meets your clients’ wishes and means, whilst maximising benefit to the community
- a range of giving options to ensure your clients’ gifts are tax efficient
- knowledge of community needs and organisations that make a difference
- expertise in providing funding and other charitable support
- transparency and accountability through our Board of Trustees and the Charity Commission
We can provide advice either directly to your clients or through you.
Call us on 01924 239 181 or email firstname.lastname@example.org to discuss your clients’ interests