Professional Advisors

Professional Advisors to partner help their clients make their charitable giving easy and rewarding, while supporting their financial planning goals.  We work with solicitors, accountants, financial advisors and wealth managers to provide flexible options to suit your clients’ wishes.

Whether it is related to the sale of a business, for tax purposes or estate planning, we are here to help and always welcome a conversation to talk through ideas or scenarios 

Empower Your Clients to Give Locally and Meaningfully

Enhance your advisory services by adding philanthropic expertise and guiding your clients toward impactful, local giving.

Why Philanthropy Advice Matters

66% of High-Net-Worth Clients Want More Philanthropy Guidance
While only 1 in 5 advisory firms currently provides philanthropy advice, demand is on the rise. Clients today want to make a difference with their wealth but
need structured support to navigate their options.

Our Solution: With over 22 years in grant-making and a deep understanding of the local charitable sector, we partner with advisers like you to bridge this gap. Our expertise allows you to offer your clients straightforward, impactful pathways to charitable giving.

Make Philanthropy Easy and Effective for Your Clients

Through our specialised services, we provide:

• Local Expertise – Benefit from our deep knowledge of local charities, ensuring your clients’ donations make a meaningful impact where it’s needed most.
• Flexible, Tailored Options – From Named Funds to Family Funds, we offer alternatives to traditional charitable trusts, giving clients more flexibility with less administrative burden.
• Tax-Efficient Solutions – Ensure clients can give generously without complex tax concerns, thanks to our fully compliant and cost-effective giving structures.

Compare Your Options: Named Fund vs. Own Charity

Our simple comparison helps clients decide whether to set up their own charity or establish a Named Fund. Download our Named Fund vs. Own Charity Factsheet for a detailed breakdown of the pros and cons of each approach.

Download the Factsheet