Trustees carry the responsibility of safeguarding assets and ensuring long-term financial stability for a trust or charity. Our professional trustee service provides expert guidance in asset management, investment strategies, and regulatory compliance, allowing you to focus on your trust or charity’s mission with clarity and confidence.
Sustainable and responsible investments for long-term impact
Holden & Partners designs investment strategies that align with your charity’s values and long-term objectives. Our expertise helps you to safeguard assets, promote ethical growth, and reflect your organisation’s mission. With our guidance, you can confidently manage your charity’s investments, balancing financial returns with a commitment to ethical and environmental standards.
Driving positive change through ESG investments
Sustainable and responsible investment combines financial returns with environmental, social, and governance (ESG) principles, aligned with the United Nations’ Sustainable Development Goals (SDGs). We invest in funds that are developing innovative solutions to global challenges like climate change, resource scarcity, and social unfairness. This proactive strategy mitigates ESG risks like reputational harm, regulatory penalties, and supply chain disruptions while seizing new opportunities in sustainable markets.
Philanthropic advisory services
We help charities maximise their charitable efforts by offering strategic planning and individualised advice services. We can also provide governance education and coaching to help boards function effectively and seek long-term assistance.
Effective asset management, smart budgeting, and stringent compliance are all necessary for the complex task of managing a charity’s finances. To help trustees protect assets, maximise resources, and comply with regulations, Holden & Partners offers professional financial advice.
Our services, which range from tax relief plans to sustainable and responsible investments, are designed to help your charity or trust achieve its goals. With our guidance, trustees may reduce risks, make educated choices, and establish long-term financial viability while freeing up your organisation to concentrate on making a significant difference.
A professional trustee service provides expert guidance to help trustees manage financial responsibilities, ensure regulatory compliance, and safeguard assets. Trustees have to make difficult financial choices while maintaining the goals of their organisation. Our expert assistance provides risk management, investment strategies, and structured financial planning that are suited to the requirements of trusts and charities. Helping trustees take steps to reduce financial risks, make well-informed decisions, and build a sustainable future that supports the long-term goals of their organisation with the help of professional oversight.
Read more about the services we provide to charities and trusts.
Effective financial management of a charity or trust involves professional advice, careful planning, and a thorough comprehension of legal obligations. In order to help trustees safeguard assets, maximise resources, and work towards long-term financial viability, we offer customised financial solutions.
Our experienced advisers give you the confidence to make well-informed decisions on anything from risk management and tax relief to sustainable and responsible investment methods. We can help you to ensure compliance, lessen financial uncertainty, and concentrate on making a significant and long-lasting impact with our help.
We create financial plans that blend day-to-day demands with long-term sustainability, assuring your charity’s financial resilience and readiness for future problems.
We assist you in developing an investing plan that is consistent with your charity’s ethical beliefs while providing long-term returns to support its purpose.
We develop organised budgeting strategies to maximise resources, manage cash flow effectively, and ensure funding for both current operations and future objectives.
We offer experienced advice on regulatory compliance, governance best practices, and financial reporting to help your charity achieve all legal requirements.
We advise on risk management measures such as financial protection insurance, financial controls, and governance frameworks to protect your charity’s assets and activities.
We assist you in applying tax reliefs, such as Gift Aid and VAT exemptions, to ensure your charity receives every possible financial benefit.
Interested in Becoming a client? Book a 30-minute video call and we'll answer all your questions.
Book a video call
Our Financial Planners are ready to help, Just let us know your name, number and the best time to call.
Request a callback
Just leave your name, email and a short message, and one of our Financial Planners will be in touch.
Email us
020 7812 1460
Search