Bespoke Financial Consultancy

Empowering the not-for-profit and charity sector

Helping UK charities and not-for-profit organisations thrive

At Generation Charity Consultancy we offer a wealth of insight, experience and expert investment advice for trustees and executives in the charity and not-for-profit sector. We are passionate about independent governance and our desire is to maximise investment returns, reduce risk and minimise fees for our clients.

Typically, our clients come to us to have questions answered. No doubt you have lots of questions too; so if you are looking for answers and need a consultancy to provide you with independent and unbiased advice, you have come to the right place.

Below are a few typical questions and case studies, but please feel free to contact us and have your own questions answered.

How do I maximise our Charity’s investments growth?

Maximising growth within agreed risk tolerance is crucial to the beneficiaries of your charity.

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By comparing your fund managers performance and risk management every three months against their peers, we can ensure you are in the driving seat and investing with the right manager.

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How do I know I can trust my investment advisers or manager?

Trust is crucial in any relationship, and it’s an adviser’s job to prove they are trustworthy, honest and have integrity.

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It can take time to build trust, so when it comes to investing, you need to be confident in the facts and figures and not be fooled by smoke and mirrors.

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Can I support our Charity with investments aligned to our faith or ethical concerns?

Yes, absolutely!

It is important to understand the differences between faith, ethical, sustainable and ESG investments.

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The differences can be subtle and confusing, so by understanding how each fund manager approaches these subjects within their portfolios will ensure your investment requirements are correctly aligned.

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How can I demonstrate I am discharging my Trustee duties?

The Charity Commission Guidance Note 14, makes it clear that Trustees have a legal requirement to exercise care and skill when making investment decisions.

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If they do not have the detailed knowledge to do this, they should seek help from a professional.

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How do we know our investments are performing at the highest level?

Your Fund Manager might tell you that your investments are doing well, but against what benchmark?

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One set by themselves? And more importantly, is that benchmark relevant to your portfolio and risk requirements?

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Are we paying the correct fees?

In our experience charities are paying too much in fund manager fees and it is our mission to help charities reduce overall fees as well as improve performance and better manage risk.

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In many cases Generation Charity Consultancy can substantially reduce fund manager fees, often by as much as half.

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What service should I receive from an investment adviser?

Your investment adviser should be making a specific recommendation, not just arranging beauty parades and they should be holding your fund manager to account.

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They should provide;
• independent analysis
• quarterly ongoing monitoring
• fee negotiation
• performance and risk targets monitoring
• peer review

Your adviser should be Whole of Market (independent) and regulated by the Financial Conduct Authority (FCA).

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Will your service cost our Charity more money?

We are of course an added service, but by negotiating reduced fund manager fees on a bespoke basis our fees are often much less than the annual cost savings being achieved. In other words our goal is to be cost neutral.

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So overall we can be retained in order to achieve those savings, whilst increasing the independent governance of charity portfolios and mitigating the trustee’s liability.

The portfolio will also be more aligned to the charity’s risk profile and any investment requirements or concerns (e.g. ESG/Ethical).

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It's all about investment returns!

I am looking to invest, so what's great about Generation Charity Consultancy's investment proposition?

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It is certainly advantageous to invest with an Independent Financial Advisor and not a tied agent, as we can offer Whole of Market advice. However, not all IFA’s are the same and it’s essential that you do your due diligence.

We are of course aware that you are going to look carefully at a number of advisors and that’s why we have invested substantial time and money in developing a sophisticated approach to investment governance, thus providing a very different approach to nearly all other advisers.

To acquire and retain your business we know we need to be the best!

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Talk to one of our investment specialists

If you need a consultancy to provide your charity with independent, regulated and unbiased investment governance, based on detailed analytical data from thousands of clients’ portfolios. Then trust the Generation Charity Consultancy team to help you.