How do we make the right choices and get trusted, independent advice?
Trustees and financial guardians
Trustees play an important role in managing the financial responsibilities of charities and trusts, balancing investment objectives with the mission to serve beneficiaries. Similarly, those who have Powers of Attorney on behalf of someone else, carry significant responsibility to make prudent financial decisions for the person they represent. While the investment responsibilities can feel overwhelming, you don’t have to navigate them alone.
We’re here to help you make confident decisions and ensure goals are met, while staying on top of all the legal and financial requirements.
By working with Hoe Bridge Wealth, you will receive fully independent advice, and we will search the whole of the market for the most suitable solutions. We also empower you with the knowledge to make confident, informed decisions in your own time.
How can we manage risk and protect funds from inflation?
Effective risk management starts with truly understanding your investment purposes. If your funds are intended for future use, we’ll carefully navigate the ups and downs of the market, using our robust investment selection and risk management processes.
How do we align investments with the trust's goals and values?
We build lasting partnerships to understand your investment objectives and the philanthropic mission of your charity or the wishes of the settlors of the trust. Every decision we make is guided by the question, “Does this align with your goals and values?” If there’s any doubt, we’ll reassess and explore better options to ensure the right fit.
By working with Hoe Bridge Wealth, you will receive fully independent advice, and we will search the whole of the market for the most suitable solutions. We also empower you with the knowledge to make confident, informed decisions in your own time.
Effective risk management starts with truly understanding your investment purposes. If your funds are intended for future use, we’ll carefully navigate the ups and downs of the market, using our robust investment selection and risk management processes.
We build lasting partnerships to understand your investment objectives and the philanthropic mission of your charity or the wishes of the settlors of the trust. Every decision we make is guided by the question, “Does this align with your goals and values?” If there’s any doubt, we’ll reassess and explore better options to ensure the right fit.
Those with financial Powers of Attorney on behalf of a parent or relative commonly have these invoked due to loss of physical or mental capacity. This can be a heavy responsibility and we have the experience to guide you through financial planning on behalf of someone else.
Duncan has worked with numerous charities in his time as a Chartered Accountant and he understands that every situation is unique, with distinct investment requirements or mandates. We work directly with you to create tailored investment portfolios that are tax-efficient and meet your needs and long-term sustainability objectives.
Your charity or trust’s investment policy should be reviewed annually or whenever significant changes occur within the organisation. While your investment objectives may focus on long-term goals, regular reviews ensure your approach stays aligned with your trust’s evolving needs and priorities.
Those with financial Powers of Attorney on behalf of a parent or relative commonly have these invoked due to loss of physical or mental capacity. This can be a heavy responsibility and we have the experience to guide you through financial planning on behalf of someone else.
Duncan has worked with numerous charities in his time as a Chartered Accountant and he understands that every situation is unique, with distinct investment requirements or mandates. We work directly with you to create tailored investment portfolios that are tax-efficient and meet your needs and long-term sustainability objectives.
Your charity or trust’s investment policy should be reviewed annually or whenever significant changes occur within the organisation. While your investment objectives may focus on long-term goals, regular reviews ensure your approach stays aligned with your trust’s evolving needs and priorities.
The Financial Conduct Authority does not regulate trusts and Powers of Attorney.
We have the answers you're looking for
As independent financial planners, we do more than just look at your finances, we take in the whole picture of your life. Our role is to demystify the complexities, translating them into structured, coherent strategies tailored to your personal situation.
Together, we’ll turn your hopes into achievable goals, so you can embrace the journey ahead with peace of mind.
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