Investment advisor recommendations

The charity network that helps you shine.

Join 18,418 professionals and find your community in the UK charity sector.

Hi, does anyone have an independent investment advisor they would recommend? We currently have investments of over £700,000 in the CCLA. We have not reviewed these funds for a long time and I feel we can do better..but I have very little knowledge in this area. We are based in Devon, which may or may not have a bearing I guess! Thanks ever so much