Buzzacott - Investment Consultancy

When it comes to investment decisions, doing things right from day one is crucial to success – particularly if you oversee charity, not-for-profit, family or trust funds.

These roles come with an ever-increasing weight of responsibility to make the right decisions. Let us share that weight with you, providing you with the support you need, to keep supporting others.

Whether you’re considering investment and risk strategy, an Investment Policy Statement, investment manager selection, cash or treasury advice, or investment monitoring and reviews, our independent expert advisers can support you in making the right decisions. With decades of experience in investment management and the charity and not-for-profit sectors, our team can provide bespoke services tailored to your needs and objectives – meaning you can benefit from just one area of expertise, or our full end-to-end solution.

Appointing an investment adviser will ensure that your organisation receives professional consultancy on its assets and leave you reassured and confident that your investments are being managed in the best interests of your organisation. We take on the burden of ensuring suitability, holding investment managers to account, and ensuring that legal requirements and guidance are adhered to, giving you the time you need to focus on what really matters. focus on suitability, accountability, and compliance with legal requirements and guidance, allowing you to dedicate more time to what matters most – achieving your mission and goals.