Financial Services

By: Trust Investments  06-Dec-2011
Keywords: Financial Services, Forecasts, Financial Service

The Financial Services team works closely with its clients to ensure an up-to-date understanding of our client's business is maintained. This helps to ensure that financial advice, data and reports provided to our clients are always relevant.

We offer a range of financial services from the preparation and delivery of monthly financial and annual statutory accounts to the completion of special project work for our clients.

Specifically services include:

  • full financial administration including accounts receivable and payable processing
  • preparation of management accounts including detailed financial analysis and operating commentaries
  • monitoring of cash flow forecasts and other key performance indicators
  • treasury function, in conjunction with the Investment team
  • preparation of annual statutory financial statements, including liaison with clients auditors
  • preparation of long-term forecasts based on investment strategies and forecast economic data
  • provision of advice regarding financial and operating policies and procedures.

Our service distinguishes itself from other financial service providers through:

  • specialisation in the charitable trust market
  • having a thorough understanding of the charitable sector
  • the close liaison with Trust Investments' Property and Investment teams
  • ability to be proactive and flexible in the provision of services.

Keywords: Financial Service, Financial Services, Forecasts, Investments Property, Statutory Accounts,

Other products and services from Trust Investments


Secretarial Services

The attendance at and recording of our clients' meetings becomes an invaluable service when dealing with often complex matters or the passages of time. Arranging client meetings including any hospitality arrangements. Compilation and circulation of meeting agendas.


Investment Services

Our investment advice includes identification of investment objectives and policies, modelling and optimisation techniques designed to guide decisions, sustainable distribution policies and tax efficient and cost effective implementation. Trust Investments Management Limited is registered as a Financial Service Provider providing investment advice to charities that meet the designatation of a wholesale investor.Â.


Investment Products

Property Fund Profile Group Investment Funds Performance to end of October 2011Unit Pricing October 2011 Solution1, a tailored product for investment trusts. These funds make it easy for Trustees to access good management in all asset classes.


Property Services

Clients' requirements are resourced with team members with the relevant background to provide the best possible service to meet their specific needs. Trust Investments Property Services has a team of six people each with a specialist background knowledge in their service line.