A local financial services firm has 'proudly' introduced its new Charity Investment Management arm.

After over 20 years working alongside charities, Leamington's Simpson Financial Services (SFS), has seen first-hand the challenges trustees face in managing funds while meeting Charity Commission expectations.

From that experience, the firm has recognised a clear gap - 'a need for a service designed not just around investments, but around the full weight of trustee responsibility'.

Sophie Lale, Marketing and Brand Manager at SFS shared: "Our Charity Investment Management sub-brand brings together years of experience helping trustees navigate financial decisions and responsibilities, combined with our genuine commitment to charitable and community work. This dedicated service allows us to deepen our support for charities, so they can concentrate on making a real difference." -

The new sub-brand will help support charities of all sizes including:

• Registered charities
• Trusts and foundations
• Faith organisations
• Community groups and grant-makers.

SFS recognises that 'managing charitable funds isn't just about performance. It's about governance, accountability, and making decisions that can withstand scrutiny while still delivering long-term impact.'

Find out more about the new Charity Investment Management service on the SFS website here.

To learn more about Simpson Financial Services Ltd and enquire about its services, call 0800 6342 111 or email [email protected].

advertisement

Simpson Financial Services sponsors Nub News.

Subscribe to our newly launched Leamington Nub News FREE Newsletter.

Sign up to receive your weekly newsletter. We want to keep your town in your pocket!