Charity Investment Management

We work with a variety of charities, ranging from small local organisations to large academic charities.

Our experienced advisers provide charities and their boards with financial, tax and compliance advice, whilst also helping them to navigate the legislative rules and restraints around investments enacted by the Trustees Act 2000 which dictates the ways in which clients can look after or use charitable funds.

Several of our Partners and advisers are active within charitable organisations away from work which helps to provide our firm with an invaluable insight into the issues faced by charitable boards and trusts on a day-to-day basis.

Our work in the Charities sector is often closely linked with the work we also undertake for Academies, our Trust services and our Clinical Negligence and Personal Injury Planning services.

Our People

No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663

The information contained within this website is based on the UK regulatory regime, and is therefore restricted to consumers based in the UK. The content is provided for general information only, is not intended to constitute advice, and should not be relied upon when making financial decisions at the expense of obtaining professional advice. Whilst we make every effort to ensure the accuracy of the material provided, we cannot guarantee that it is comprehensive or up to date at all times.

The Private Office is a trading name of The Partners of The Private Office Limited Liability Partnership, authorised and regulated by the Financial Conduct Authority. Our Financial Services Registration Number is 602193 which may be checked on the Financial Services Register by visiting
The Financial Conduct Authority does not regulate Trusts, Tax Advice or Wills.
Registered Office: No 2 The Bourse, Leeds, LS1 5DE. Registered in England and Wales No. OC334113.

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  • Authorised and regulated by the Financial Conduct Authority