Broadstone Corporate Benefits Limited

When it comes to charities, endowments and not-for-profits we recognise every charity is unique and the need to balance competing objectives to grow existing assets whilst meeting funding and cashflow requirements is an issue that requires thoughtful and tailored advice.

It also goes without saying that value for money is critically important, as every pound saved or gained can make a real difference to front line causes. Our team of investment specialists offer tailored and expert advice to help charities and endowments deliver their objectives.

You Investment Objectives are the most critical part of your investment strategy. This strategy is ultimately owned by all the Trustees and therefore we prioritise training and Investment Belief workshops with our clients to ensure all our Trustee Boards or Finance Committees are given a base level of understanding and information to ensure they can make informed decisions. 

We have developed our Investment AFFECTS packages, to give our clients access to the right solution for them, allowing them to access an investment consultant without any timers starting and to review and support with all their investment needs. 

At Broadstone, we have high quality specialists that provide a full spectrum of investment advice to charities, not-for-profits, employers, pension schemes, private wealth clients and individuals. 

If you need support, please do get in touch.