Private Client Manager

SPOTLIGHT ON OLLY

Hear more from Olly Pechey, Private Client Manager, about how he works with private clients and professional advisors, and why he enjoys it.

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SPOTLIGHT ON OLLY

Olly Pechey is one of our Private Client Managers and enjoys helping his clients to achieve their philanthropic aims and objectives, as well as understanding the positive impact their giving has. Hear more from Olly about what he most enjoys about his job, as well as advice to new philanthropists and advisors.

What do you enjoy most about your job role?

Being involved in philanthropy is often an enlightening and rewarding experience. My role gives me the privilege of working with people doing great things for the betterment of others. I get to see the positive impact resulting from the time and resources my clients commit to good causes.

What advice would you give to clients, new to philanthropy?

Being an effective philanthropist is not just about giving large sums of money to charity. It can also involve maximising the knowledge and skills of those who are best placed to deliver high impact. Often, a donor’s knowledge and time is just as valuable as their financial contribution. I would suggest taking some time to think about what it is you really want to achieve, what change would you like to make or be a part of? This will help you develop a well-researched strategy that will enable you to work towards achieving your objectives. 

How do you work with professional advisors?

I work with advisors to help them understand the benefits of giving their clients access to philanthropic advice. I have learned that engaging in conversations about philanthropy with your clients can really strengthen relationships and add an extra string to your bow as an advisor. At CAF, we offer a tax-efficient alternative to registering your own foundation with the UK Charity Commission. We look to alleviate many of the administrative burdens associated with running your own foundation, leaving the donor with more time to focus on supporting good causes.

Olly Pechey

Private Client Manager
“I enjoy working with my clients to help them achieve their philanthropic aims and objectives and to help them understand the positive impact their giving has.”

Contact Olly via email or telephone on +44 (0) 3000 123 583

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