Corporate members


 

 

CCLA

Contact: Heather Lamont

CCLA exists to deliver specialist investment management to charities and not-for-profits.

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Charity Financials

Contact: Kelly Baynes

Charity Financials contains the latest financial information on all UK charities, giving a unique overview of the charity sector across financial, causal, beneficiary and geographical parameters.

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Charles Stanley

Contact: Glenn Baker

Charles Stanley is one of the UK’s leading wealth managers. Providing a bespoke discretionary investment management service, creating financial security for our many charity clients. Our approach is to develop a sensible, affordable and realistic investment strategy, at the heart of which is the relationship with your dedicated investment manager.

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Cheviot Trust

Contact: Eleanor Miglec

The Cheviot Trust, a not-for-profit master trust, provides high quality pension management services for over 500 employers including a growing number of charities.
Our approach provides simple pension solutions and delivers robust governance, effective administration, dynamic investment strategy and award-winning communications for the benefit of employers and scheme members.

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Cooper Parry

Contact: Glenn Bott

Our dedicated NFP team advises charities and other not-for-profit organisations. We recognise every organisation is different and provide a bespoke service to match. Our services include external audit, regularity assurance, internal assurance, annual accounts preparation, business and accounting support, due diligence, governance advice and training and tax/VAT advice.

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