Charity Review

Our Charity Investment Review Service has 3 simple objectives:

  1. Help your organisation achieve its goals
  2. Identify and mitigate risks in your portfolio
  3. Review current benchmarks and undertake cross market comparisons

Put simply, we want to help make sure that your organisation is achieving all it can in a compliant and sustainable way. A charity’s financial requirements and goals will likely change over time, so regular and impartial reviews are important to ensure you are still on track.  See here the process we follow.

Our review service can help give clarity and understanding of the investment strategy currently being used by your chosen wealth manager. As a result, the Charity Investment Review Service may lead to enhanced returns, as well as helping trustees meet their statutory duties under the Trustee Act of 2000. It also aims to ensure that investment fund managers are fulfilling their obligations to trustees.

As part of this review service, we can help you ensure you are fulfilling the essential duties of a trustee (as outlined by the Charity Commission of England and Wales).   View the brochure here.


About Us

We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.