At Libertas we are passionate about helping you build a sustainable financial plan for your Charity.
Being a Trustee can be challenging. In particular, the Trustee Act 2000 requires all Trustees to obtain and consider ‘proper advice’. We can provide this advice and ensure you fulfil your legal duties and responsibilities. When we welcome a new client to the Libertas family, our focus is on forging close long-term relationships. We offer assistance both initially and on a regular basis as the Charity’s objectives and needs are continually reviewed. By dealing with an authorised and regulated Adviser, you are complying with your responsibilities as a Trustee.
To find out more about our work with Charities please download our brochure.