With our deep understanding of the charity sector’s rules and regulations, we can help charities make the best use of their assets.

We work with organisations across the charity sector to help make their funds work as hard as possible in pursuit of their charitable aims.

The sector is subject to a variety of rules, regulations and reporting requirements, but thanks to our in-depth knowledge and expertise, we can ensure that financial assets are protected and managed well while staying on top of all the necessary obligations.

Like all our other clients, every charity is different, with its own values and outlook informing its charitable mission. By working with you closely, we take the time to understand every aspect of your operation and give you the timely financial advice you need.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.