Case studies – charities

Case study - Charitable investments

Financial Planner – Kerry Holmes

Kerry Holmes, Director and Independent Financial Planner, recently worked with a non-profit organisation who initially only needed our help to set up an Investment Policy Statement.

Like with many clients, this initial requirement became much more complex and required additional support.

Employee Benefits Consultant – Beverley Lee

Beverley Lee, Employee Benefits Consultant, worked with an existing charity client who wanted to put Group Life Insurance (also known as Death in Service) in place for their staff. 

The client had already received quotes, but wanted to make use of our independence to obtain a more competitive rate.

Case study - insured benefits

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