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Contact: Isobel Fraser
Waverton is an award-winning discretionary investment management firm providing portfolios that are directly invested, actively managed and truly global. Our dedicated charities team understands the demanding and accountable environment in which charities operate, and take time to understand each client’s unique set of priorities in order to provide bespoke investment
Contact: Malcolm Lynch
Noted for its “exceptionally high level of service, professionalism, integrity and knowledge”, Wrigleys Solicitors is a niche firm with 24 partners and over 170 staff which specialises in advising charities and not for profit organisations from its offices in Leeds and Sheffield.
Contact: Ovi Stici, Direct Sales Manager
Xledger software gives charities and NFP organisations greater reporting capabilities and control over their finances through real-time data and automation. Its highly configurable functionalities enable long-term budgeting, in-system financial controls, user-defined dashboards and comprehensive reporting tools. Our accountancy-trained consultants work with our customers to make the most of its capabilities.