Munro Charities and Trusts

Munro Partnership are delighted to announce they are now offering bespoke Financial Planning Advice for Charities and Trusts.140923MunroLOW-44 team standing

The new division is being headed up by Linda Gilbert who will be assisted by fellow director Robin Dale – both Linda and Robin are Chartered Financial Planners. Linda is also a member of STEP. Further assistance will be provided by Senior Consultant Stephen Grimes and Client Manager Kelly Anderson.

Prior to the launch, the Company dealt with a number of charities seeking advice on the management of their cash and invested assets. This was primarily driven by the low rates of return on cash coupled with the ongoing volatility on stockmarket investments. Similar enquires from the charity/not-for-profit sector led the Company to conclude that there was an opportunity to offer bespoke financial advice in this space.

We will be using our skills as Chartered Financial Planners to work with the trustees and board members, helping them to make confident and informed decisions on important issues such as cash management, investments, liquidity and risk.

For further information on this service please contact Munro Partnership Ltd on 0141 248 5921.

You can also download our brochure by clicking on the link below:

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