- Specialists in assisting charities to conduct investment reviews
- Recognised as one of the UK's leading charity investment specialists
- Wide range of UK charities and not for profit organisations with portfolios ranging from £1 million to £130 million
- Bespoke solutions designed for each client
- Aim for excellence in service with reasonable fees
Our Clients
Our Ethos
At Independent Investment Reviews we start by understanding our Clients' charitable mission, vision and goals. We want to stimulate our Clients to think creatively about their investments and ensure that they play their part in the achievement and furthering of their aims.
We believe that charity trustees want and need a truly independent and cost effective approach to their investments.
We have no affiliation with any investment bank or fund manager. All of the work we carry out is compliant with charity legislation and the latest best practice. In addition we endeavour to provide our Clients with a service that adds significant value to their investments after any fees that they pay to us.