Guides and templates for trustees
Practical tools to simplify investment, reserves and governance decision‑making.
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All resources are editable, practical and designed to save time. They're intended to be read together and support good trustee decision-making.
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Simpson Financial Services Limited
Registered in England and Wales under Number 4830621. Registered Address: 23a Cross Street, Leamington Spa, Warwickshire, CV32 4PX
Charity Investment Management is a trading style of Simpson Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 472031 at https://register.fca.org.uk The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London. E14 9SR
Tel 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk