Tilney and CAF | Introduction to investment advice

Important information

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

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CAF AND TILNEY

CAF and Tilney are working together to provide charities with cost-effective investment management, expert advice and a single destination to manage their finances.

Tilney’s dedicated investment management and financial planning expertise, alongside their experience in working with charities, means they are ideally placed to help CAF investment services clients achieve their investment goals.

Tilney operate on a restricted advice basis but do have access to the whole of the investment fund market via their funds and investment services.

Learn more about investment advice for charities

WHY TILNEY

Tilney is a leading investment and financial planning firm that looks after more than £23 billion on behalf of their clients.

They have been supporting charities for more than 180 years and now have a dedicated charities team located throughout the UK that acts not just as a professional adviser, but also a trusted partner of the charities they work with.

A large proportion of their charities team act as charity trustees, giving them hands-on experience and real insight into the challenges facing trustees today.

HOW TILNEY CAN HELP

Choosing whether to invest your charity’s funds in order to help achieve its goals is a huge responsibility. Investing creates the potential to grow funds and build a sustainable future for your charity. This can be time consuming, often complex and does come with risks.

Tilney can help your charity make the most of any investment opportunities and achieve its goals. They have a range of investment solutions, designed specifically for charities. These include risk-rated multi-asset portfolios as well as customised investment solutions that meet the precise needs of an individual charity.

YOUR GOALS AND OBJECTIVES

Tilney will help you better understand your investment goals, what it will take to achieve them and the impact different levels of investment returns will have on your charity’s objectives.

They can also help identify your charity's attitude to risk and ensure your investments are both suitable and well diversified.

PREPARE OR REVIEW YOUR INVESTMENT POLICY

If you don't already have an investment policy for your charity, they will help prepare one for you, or if you would prefer, provide a template as a starting point. If you already have one they are happy to review this for you without cost or obligation.

Tilney can also review your current investments to determine their compatibility with your policy and to assess their suitability with your charity’s risk profile, again without any cost or obligation.

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INVESTMENT ADVICE FOR CHARITIES

Introduction to Tilney

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).

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INVESTMENT ADVICE FROM TILNEY

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