Trust and Charity Financial Services

We act as a conduit between investment houses and trustees of many charities and trusts. Our job as advisers is to ensure that the investment houses selected continue to deliver reliable, prudent and risk-managed returns for the trustees and ultimately the beneficiaries.

Being a trustee can be challenging. In particular, the Trustee Act, 2000 requires all trustees to obtain and consider ‘proper advice’. We can provide this advice and ensure you fulfil your legal duties and responsibilities.

A Portfolio to Suit Your Organisation’s Needs

We work with trustees to gain a full understanding of their requirements; then we help design an Investment Policy Statement. This statement is used as the ‘basis for tender’ to various investment houses. We then help trustees decide which investment house is most suited to their needs and construct portfolios to help achieve strong returns for the appropriate level of risk. We are mindful of income requirements, restrictions, ethical considerations as well as risk and the levels of volatility trustees are happy to accept.

Exceptional Client Service

When we welcome a new client to the gpfm family, our focus is on forging close long-term relationships with trustees, offering assistance both initially and on a regular basis as investments and trust aims have to be continually reviewed. Contact us today for a no-obligations discussion.

Services

Case studies

Novus Leisure and gpfm

Tanya Sullivan is Payroll and Productivity Manager for Novus Leisure Ltd. She inherited gpfm when she started at Novus, and we have been working with her for many years.

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A Private Client Referral That Lasted the Test of Time

Following consultation with the solicitor, the clients were referred to gpfm, where they were introduced to Chartered financial planner, Simon Frost. Initially, the clients had a no-obligation meeting with Simon, and following this, they decided to retain his private finance services.    

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