For more than 200 years, our independence and expertise has looked after the interests of entrepreneurs, professionals, families and charities.
A range of services designed to offer comprehensive and customised support to the full sector.
Investment Policy Statement Guide
Monday 23 February 2026, 09:30am - 12:00pm
Charity Trustee Investment Training - Part One
Wednesday 10 June 2026, 10:00am - 1:00pm
Charity Trustee Investment Training - Part Two
Tuesday 8 September 2026, 10:00am - 1:00pm
Wednesday 10 September 2025, 9.30AM - 1.00PM
Charity Trustee Investment Training – Part One
Wednesday 18 June 2025, 9.30AM - 1.00PM
Trustee Training: Roles and Responsibilities (webinar)
Thursday 6 March 2025, 9.30AM - 1.30PM
Tuesday 15 October, 9.30AM - 1.30PM
Charity Technology Breakfast
Wednesday 2 October, 8.30AM - 10.00AM
Charity Trustee Investment Training – Part Two (Hybrid)
Thursday 12 September, 10.00AM - 1.00PM (Virtual) 9.30AM - 3.00PM (In-person)
Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.