As a Charity that exists to save children, would it be appropriate to invest in a company that employs child labour? Before Charities and Faith groups take expert advice from Forum Wealth Management, and find out where their money is invested, the answer to that question can come as quite a shock to them.

A recent market research study found that 83% of people would be less likely to donate to charities which invested in a way that contradicted their objectives( source Eiris), yet a recent study by the ACCA (Association of Chartered Certified Accountants) found that less than 55% of Larger UK Charities adopt an Ethical investment policy.

At Forum Wealth Management, we understand the importance of ethical investing, and the influence that this can have on the image of the charitable organisation. As Independent Financial Advisers, we are well positioned to provide advice on Ethical investments, as we are able to select from the whole of the market.

A lot of charities resort to holding their money in cash to reduce this risk of poor investing, especially in the light of the Charities Commission stating that Charity trustees should avoid investments that contradict their mission statement.

When you become a client with Forum, we sit down and assess your needs as a Charity. One of the core things at this meeting is to really find out the Mission Statement of your charity, and what is important to you. This initial consultation is completely free from charge, and lasts between 30 and 60 minutes. This would be a definite opportunity to ask all the questions that you have regarding finance and investing! We have a range of remuneration options, and can operate with the structure that suits the Charity best.

Our analysis follows this meeting, where we use our experience in the Ethical sector to formulate an investment strategy. Once we are satisfied that this strategy will assist the objectives of your Charity, rather than work against it, we will discuss it with you and explain it fully so that you have a better understanding of the investments that you are making.

Our service does not end there. We will arrange regular reviews to ensure that the investments that we have recommended still fit in with your mission statement. Between these reviews, you are encouraged to contact us with any queries that you might have.

To arrange the initial consultation, please contact us on the telephone numbers provided, or drop us an email using the form below.