Case Studies

CASE STUDIES

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Providing services to a variety of third sector, charities and membership organisations means we have the capabilities to solve any issues and provide you with a strong financial solution. We've had the pleasure to help some of our clients overcome difficulties within their organisation and have been fortunate to continue acting for them.

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Challenging Times Response

One recent experience through 2020, provides a perfect illustration of how we helped one of our clients through these difficult times, and how we helped provide a range of expert advice and support.
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Risk Based Reserves

Part of our role is to guide Boards to better understand how they should hold reserves. This experience explores how we developed a reserves policy, for a well-known National Charity, that was risk resilient and understood by all trustees.