Financial services
AIB Investment Managers
Investment, cash managers
| Address
|
Young James House
51 Belmont Road
Oxbridge |
| Post code
|
UB8 1RZ |
| Phone
|
01895 259783 |
| Fax
|
01895 810554 |
Ansvar Insurance Co Ltd
Insurance
| Address
|
31 St Leonards Road
Eastbourne |
| Post code
|
BN21 3UR |
| Phone
|
01323 737541 |
| Fax
|
01323 739355 |
| Web site
|
www.ansvar.co.uk |
Arbuthnot Latham & Co Ltd
Highest standards of integrity and service in banking for over 165 years. Today, Arbuthnot Latham continues to offer those traditional qualities, as well as the wide range of services you would expect from a forward-looking bank
Ask Charlie
Ask Charlie Limited's key strength is the ability to integrate business systems, realising the Charity's objectives for integrated information and transaction processing efficiency gains. Specific financial understanding includes partial VAT.
Baker Tilly
Chartered accountants which specialises in providing an integrated range of services
| Address
|
2 Bloomsbury Street
London |
| Post code
|
WC1B 3ST |
| Phone
|
020 7413 5100 |
| Web site
|
www.bakertilly.co.uk |
| Contact
|
Nigel Tristem |
Barnett Waddingham
We provide the full range of investment consultancy services for charities although we specialise in advising on asset allocation.
BDO Stoy Hayward
Advice on accounting, tax, IT, internal controls, strategic planning, fundraising, governance, evaluation and auditing.
Burgis & Bullock
Sage, business consultancy, corporate finance, chartered accountants, financial services
Buzzacott
Acts for 250 charities and non-profit organisations.
Carr Sheppards Crosthwaite
Charity fund management, with over £700 million managed on behalf of more than 350 charities
CCLA Investment Management
| Address
|
St Alphage House
2 Fore Street
London |
| Post code
|
EC2Y 5AQ |
| Phone
|
020 7588 1815 |
| Fax
|
020 7588 6291 |
Chantrey Vellacott DFK
Financial reporting, planning, tax, E-business, business recovery, consultancy, corporate secretarial
| Address
|
Russell Square House
10-12 Russell Square
London |
| Post code
|
WC1B 5LF |
| Phone
|
020 7509 9000 |
| Fax
|
020 7436 8884 |
| Email
|
charity@cvdfk.com |
| Web site
|
www.cvdfk.com |
| Contact
|
Peter Gould |
Chapel & York Ltd
Publications, training and services for international fundraising. Special focus America
Charity Supply Company
Dedicated supplier research and price negotiation service that helps save time and money for charities by helping them purchase more effectively.
Chiswell
Investment, cash managers
| Address
|
5 Chiswell Street
Finsbury Square
London |
| Post code
|
EC1Y 4Up |
| Phone
|
020 7614 8048 |
| Fax
|
020 754 0888 |
| Web site
|
www.chiswell.co.uk |
Chiswell Associates Limited
Investment Managers - act for 100 charities
Cohen Arnold & Co
Chartered Accountants, Registered Auditors
| Address
|
13-17 New Burlington Place
Regent St
London |
| Post code
|
W1X 2JP |
| Phone
|
020 7734 1362 |
| Fax
|
020 7434 1117 |
| Email
|
cohen.arnold@btinternet.com |
Directors & Officers Ltd
| Address
|
Themis House
31-35 St Nicolas Way
Sutton
Surrey |
| Post code
|
SM1 1JN |
| Phone
|
020 8770 7025 |
| Fax
|
020 8652 9570 |
E Jewson Services to Charities Ltd
Single access point to a wide range of financial and management services
Endsleigh Insurances (Brokers) Ltd
Insurances
| Address
|
70 St Georges Place
Cheltenham
Gloucester |
| Post code
|
GL50 3NS |
| Phone
|
01242 5742242 |
| Fax
|
01242 228000 |
First Independent Direct
A High Interest, Direct Access deposit account that contributes monthly donations to your funds, from Standard Life Bank in association with First Independent Direct.
Foreign and Colonial Management Ltd
Managing funds since 1868. Investment trusts, unit trusts, pension funds, emerging market investments, venture capital, ISAs, PEPs, offshore funds and charities
| Address
|
Exchange House
Primrose Street
London |
| Post code
|
EC2A 2NY |
| Phone
|
020 7628 8000 |
| Fax
|
020 7628 8188 |
| Web site
|
www.fandc.co.uk |
Friends Ivory & Sime plc
Asset management arm of Friends Provident Group, established the ethical market in the UK in 1984
Hacker Young
Act for over 70 charities. Full range of accounting and tax services to personal and corporate clients.
Hambros Fund Management
Investment, cash managers
| Address
|
One America Street
17 Crosswall
London |
| Post code
|
EC3N 2LB |
| Phone
|
020 7480 5000 |
| Fax
|
020 7702 1119 |
Horwath Clark Whitehill
Financial reporting, restructuring, selection/implementation of information systems, interim management, auditing, taxation and IT
HSBC Investment Bank plc
Trading as James Capel Investment Management. (London) - 40 years' experience of managing charities' money.
Investec Asset Management Limited
40 years' experience of managing charities' money.
Kingston Smith
Chartered Accountants. Sponsors of CHASE and FUNDit
Klienwort Benson Charities
| Address
|
PO Box 191
10 Fenchurch Street
London |
| Post code
|
EC3M 3LB |
| Phone
|
0800 716853 |
KPMG
Assurance, tax and legal, consulting, financial advisory services
| Address
|
1 Forrest Gate
Brighton Road
Crawley |
| Post code
|
RH11 9PT |
| Phone
|
01293 652066 |
| Fax
|
01293 652037 |
| Web site
|
www.kpmg.com |
| Contact
|
Mariane Fallon |
Lazard Asset Management Ltd
40 years of investment management for charities. Manages over £40 billion including £2.7 billion on behalf of charities and foundations.
| Address
|
50 Stratton St
London |
| Post code
|
W1J 8LL |
| Phone
|
020 7187 2000 |
| Fax
|
020 7072 6000 |
| Web site
|
www.lazard.com |
Levy Gee
Leading UK firm of accountants and business advisers
Liaison VAT
Operate a nation-wide team of VAT Advisors who are on hand to provide practical VAT solutions.
Macintyre Hudson
| Address
|
Greenwood House
427 sailisbury St
London |
| Post code
|
EC4Y 8BT |
| Phone
|
020 8940 6020 |
| Fax
|
020 8940 8040 |
| Web site
|
www.macintyrehudson.co.uk |
Mazars Neville Russell
Serve over 240 charities. Audit, VAT, tax-efficient fundraising, investment advice, payroll, PAYE, commercial advice, book keeping, human resources, IT and print management
| Address
|
Holland House
Bury Street
London |
| Post code
|
EC3A 5AT |
| Phone
|
020 7377 1000 |
| Fax
|
020 7377 8931 |
| Web site
|
www.mazars-nr.co.uk |
Merrill Lynch Investment Managers Limited
Murray Johnstone Ltd
Maximise the income and capital return on the funds we invest on behalf of our UK and international clients. We manage over £4 billion for individuals and institutions, entrusted to us directly or through intermediaries
NPI Asset Management Ltd
Act as investment managers for charities and other institutional clients
PKF
A company offering accountancy services.
| Address
|
PKF Financial Planning Ltd
78 Hatton Garden
London |
| Post code
|
EC1N 8JA |
| Web site
|
www.pkf.co.uk |
Principal Investment Management Limited
Independent investment management company, specialising in segregated portfolio management services for small and medium-sized charities. Dedicated to delivering the very highest standard of service to all our clients, regardless of fund size.
Saffery Champness
Specialist charities unit advises almost 300 charities and trusts. Pre-eminent in the provision of financial and business advice - especially VAT advice.
| Address
|
Fairfax House
Fulwood Place
Gray's Inn
London |
| Post code
|
WC1V 6UB |
| Phone
|
0207 405 2828 |
| Fax
|
0207 405 7887 |
| Email
|
sburgess@saffery.com |
| Web site
|
www.saffery.com |
| Contact
|
Stephen Burgess |
Sayer Vincent
Advise charities and voluntary organisations on a range of management issues and provide support through training, audit and consultancy
Scottish Widows Investment Management Ltd
Banking and investment management services to meet the needs of charities and trustees.
| Address
|
15 Dalkeith Road
Edinburgh |
| Post code
|
EH16 5BU |
| Phone
|
0131 655 6000 |
| Fax
|
0131 662 4053 |
| Web site
|
www.scottishwidows.co.uk |
Sheen Stickland
Accounts preparation, payroll, bookkeeping, consultancy, audit
St Olaf Insurance Brokers Ltd
| Address
|
PO Box 510
2 Centric House
Shoreditch High Street
London |
| Post code
|
E1 6JJ |
| Phone
|
020 7739 7234 |
| Fax
|
020 7739 7210 |
Standard Life Bank
Standard Life Bank is a wholly owned subsidiary of The Standard Life Assurance Company, Europe's largest mutual life assurance company - so we have a rock solid pedigree.
The Charities Property Fund
First Common Investment Fund which invests directly in UK property and has been specifically designed to meet the needs of charities as opposed to other investors
The Co-Operative Bank
Customer led and ethically focused. Services include overdrafts, loans, current, deposit and investment accounts.
The Kings Mill Partnership
Chartered accountants and auditors
| Address
|
75 Park Lane
Croydon
Surrey |
| Post code
|
CR9 1XS |
| Phone
|
020 8686 7942 |
| Fax
|
020 8667 0909 |
| Contact
|
Derek Mitchell |
The Pensions Trust
Specialist provider of occupational pension schemes to non-profit making organisations since 1946. Administers schemes for over 60,000 individuals throughout the sector
The Royal Bank of Scotland
| Address
|
Branch Banking Division
PO Box 31
43 St Andrews Square
Edingburgh |
| Post code
|
EH2 2YE |
| Phone
|
0131 556 8555 |
| Fax
|
0131 558 3765 |
The Scottish Investment Trust
To provide stockholders with above average total returns through a diversified portfolio of international equities and to achieve, over the long term, asset growth in excess of the company's stated benchmark* and dividend growth ahead of UK inflation.
The Triodos Bank
Triodos bank is an ehtical bank providing a range of specialised banking facilities for charities, social businesses and Community Groups.
Tilney Fund Management
Fund managers, investment brokers
| Address
|
Royal Liver Building
Pier Head
Liverpool |
| Post code
|
L3 1NY |
| Phone
|
0151 236 6000 |
| Fax
|
0151 236 1252 |
| Email
|
enquiries@tilney.com |
| Web site
|
www.tilney.com |
| Contact
|
Marketing Department |
Unity Trust Bank
Specialises in managing and funding the bank accounts of organisations in the non-profit sector and the trade union movement.
Yorkshire Building Society
| Address
|
Yorkshire House
Yorkshire Drive
Bradford |
| Phone
|
0800 378836 |
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Alba Fundraising Ltd.
Tel: 44 (0) 7775868768, Email:
alba@alba-lewis.demon.co.uk
Web: www.professionalfundraiser.org.uk
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Charity management
Financial services
