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Working with charities

David Williams IFA has many years of experience working with the trustees and management of regional and national charities in a range of capacities.

Charities are employers too, so face similar issues around recruitment and retention of staff. They have to comply with the same employment laws, for example around the new pension legislation.

Charities also face unique challenges, around for example the investment of funds held under trust.

David Williams IFA acts as investment adviser for a number of charities. Our role here is to help trustees balance their legal duties to invest prudently and carefully, with ensuring that investments deliver the income or growth needed to fund a charity’s work.

We can help trustees to formalise and document their investment goals and then to deliver a balanced portfolio that meets these goals, using the most tax-efficient investments.

We take pride in helping trustees achieve the very best outcomes.

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