Professional Advisers

 

There is a growing demand for high-quality advice and guidance on charitable giving.

We work with lawyers, accountants, financial planners and investment advisers, helping their Somerset-based clients to give locally and – most importantly – give effectively.

We can help you to go the extra mile for your clients, connecting them to a wealth of advice and support to achieve their charitable goals in a tax-efficient, simple and rewarding way. Our unique named fund service offers donors all of the advantages of having a charitable trust, without any of the hassle.

 

We can help you to support your clients with:

We can offer opportunities to visit exciting and innovative local charities that align with individual interests, as well as expert information and advice on charitable giving. Whatever your client’s interests or goals, we’re here to help them change the world on their doorstep.

If you have a client who could benefit from our support and advice, or would like more information about our services, please call Kelly Hall, Development Manager, on 01749 344949 or email kelly.hall@somersetcf.org.uk

 

Download our Professional Adviser Pack 


Read Giving advice 

Click on the link below to read our e-newsletter for Professional Advisers 

Giving advice January 2021

Giving advice April 2021

Giving advice July 2021

Giving advice October 2021

 

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