Charities

Good stewardship starts with the right advice

We provide independent charity investment advice that helps charity trustees or charity executives set their strategy and oversee their investment manager.

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A wider view of charity investment management

Your investment manager manages the assets, but the responsibility for decisions still sits with you. As a charity trustee, you need to be able to understand the strategy, question whether it’s appropriate, and know when something needs to change. 

That isn’t always easy when the people managing the investments are also the people advising you on them, creating a potential conflict of interest. Our independent charity investment advice helps you ask better questions, make considered decisions, and keep your investments aligned with your organisation’s goals.

Charity advisory

Independent advice for responsible stewardship

Man in a grey jumper reading paperwork at a desk by a window
Two colleagues reviewing a document together in a bright doorway

Independent advice. Better decisions.

As charity financial advisers, we work alongside trustees to provide an independent view of the decisions surrounding their investments.

01. Investment policy statement

Establishing what your investments need to achieve.

03. Manager selection

Helping you assess and appoint the right investment manager.

05. Manager review

Independently assessing your existing arrangements.

02. Risk and liquidity

Considering what is appropriate for your organisation’s needs.

04. Fees and value

Understanding what you’re paying and what you receive.

06. Ongoing oversight

Helping trustees keep the arrangements under review.

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Transparency is standard

You should always understand what you’re paying for and why. Our pricing is transparent and progressive, with no onboarding fee and nothing hidden along the way.

We believe clarity around cost is simply part of giving good advice, so you know where you stand from the outset.

Explore our fees

getting started

A more considered partnership

You won’t be passed from one adviser to the next. Your adviser stays close, giving you continuity, context, and someone who understands what matters to you.

Start with a conversation

We start by understanding your charity, responsibilities, and what you need from an adviser. That might be support with your investment policy and governance, or a broader review of your current arrangements.

Induction & governance review

We review your investment policy, governance, and existing approach to build a picture of what’s working, where there may be gaps, and what deserves attention. From there, we set out advice clearly so trustees can make informed decisions together.

Ongoing partnership

Trustee responsibilities don’t end once an investment strategy is agreed. We keep your policy and investments under review to help you respond as your organisation, responsibilities, and circumstances evolve.

A clearer way forward

Every charity is different. Talk to us about your objectives, responsibilities, and current approach, and we’ll explore how independent advice could support you.

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Frequently asked questions

Answers to questions we’re often asked about our advice, approach, and what it’s like to work with Westpeak.

What is a charity trustee responsible for when it comes to investments?

Trustees have collective responsibility for making appropriate decisions about the charity’s assets and acting in its best interests. That can include agreeing an investment approach, understanding risk, and keeping decisions under review. 

How is Westpeak different from investment management for charities?

With investment management for charities, the investment manager is typically responsible for managing the underlying portfolio. Westpeak remains independent of that role. We advise trustees on their strategy, policy, and oversight of the investment manager, helping them make informed decisions without being tied to a particular provider.

How can an investment consultant support charity trustees?

An investment consultant provides an independent perspective on a charity’s investment approach and the managers responsible for implementing it. As a charity investment consultant, Westpeak can help trustees consider strategy, review existing managers and understand whether the approach is aligned with the charity’s objectives.

What should a charity investment policy cover?

A charity investment policy sets out the framework for how a charity approaches its investments. An investment policy statement will typically reflect areas such as the charity’s objectives, time horizon, liquidity needs, attitude to risk and any relevant restrictions or considerations. 

What is the Trustee Act 2000 and how does it affect charity investments?

The Trustee Act 2000 forms part of the legal framework relevant to trustees and investment decision-making. Westpeak’s role is to provide investment advice and help trustees consider their investment responsibilities.