Medium to Larger Charities

About 60% of larger charities have no written ethical or socially responsible investment policy (UK Social Investment Forum 2003). New guidance from the Charity Commission advises a focus on such a policy, also stating that ethical investments often have higher returns.

By talking to CB Financial Limited, your charity's requirements are assessed and an investment policy is developed to match your organisation's ethical beliefs.

CB Financial Limited will then help you to select the investment manager who best meets your overall investment needs. With our specialist knowledge and comprehensive financial understanding we can analyse your investment requirements and produce the right results for you in the most cost-effective manner. We have no preferred fund managers and we constantly review and analyse the marketplace to search for the best groups to provide the correct match for our clients.