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,

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