Tilney working with Charities Aid Foundation to give charities investment advice

29 May 2018
 

Today Tilney announces it is working with Charities Aid Foundation (CAF) to help give charities access to bespoke investment advice, portfolio management, comprehensive financial planning and cash flow forecasting and analysis.

Charities which use the CAF Investment Account and other CAF investment services will be able to choose investment management and financial planning advice from Tilney if they do not have their own financial adviser.

Tilney’s experience means it is well-placed to offer advice to charities which use the CAF Investment Account and other CAF investment services to manage their investments.

A team of 10 Tilney investment managers and financial planners based across the UK has been chosen to work with CAF to offer charities the support they need. Trustees and charity staff will be able to meet experienced and specialised professionals who understand how a charity needs to manage its assets, both today, and in the future.

Chris Woodhouse, CEO of Tilney, commented:

“We are delighted to be working with Charities Aid Foundation, Tilney and CAF are working together to ensure charities can get much sought after easy access to expert and cost effective investment advice. We are proud to have formed a new team of investment managers and financial planners specifically to meet the needs of charities working alongside CAF. It is this dedicated and personal service that we believe trustees of charities will value.”

Sir John Low, Chief Executive of the Charities Aid Foundation, added:

“Many charities have told us that they would like advice before taking investment decisions, so we are delighted that they will now be able to call on Tilney to access specialised advice and support.   

“Our aim is to open up investment services to charities so they can manage their money more easily and effectively to maximise the resources available to fulfil their mission.

“The CAF Investment Account is unique because it allows ready access to a large number of charity-specific investment funds in one place online.”

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Important information:

The value of investments, and any income derived from them, can go down as well as up and you may get back less than you originally invested. This press release does not constitute personal advice. If you are unsure about the suitability of any investment, you should seek professional advice. Past performance is not a guide to future performance

About Charities Aid Foundation

CAF is one of Europe’s largest charitable foundations, and for over 90 years has helped donors, companies, charities and social organisations make a bigger impact. It exists to make giving go further, so that more lives and communities around the world can be transformed.

We are CAF and we make giving count.

www.cafonline.org

About Tilney

Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years.  Our clients are private investors, charities and professional intermediaries who trust us with over £23 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments.

We have won numerous awards. Tilney has been awarded Best Conventional Advisory Service at the 2018 City of London Wealth Management Awards, Best Advisory Service in the 2015 City of London Wealth Management Awards; Investment Award – Cautious category in the Private Asset Management Awards; and Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. Bestinvest was voted Best SIPP Provider and Best Fund Platform at the 2017 City of London Wealth Management Awards, Best Direct SIPP Provider at the YourMoney.com Awards 2017, Best Stocks & Shares ISA Provider at the 2017 Shares Awards, as well as Best Self Select ISA Provider, Best Online/Execution-only Stockbroker and Best Investment Platform 2017 at the FT and Investors Chronicle Investment and Wealth Management Awards, as voted by readers of the FT and Investors Chronicle.

Headquartered in Mayfair, London, the Tilney Group employs over 1,000 staff across our network of 30 offices, enabling us to support clients with a local service throughout the UK.