INDEPENDENT CHARITY INVESTMENT SOLUTIONS
CB Financial specialise in providing independent investment anaylysis. We assist you with: -

• Constructing a compliant Reserves Policy
• Developing a comprehensive Investment Policy with clear aims and objectives
• Establishing an Investment Mandate for your manager to work with
• Providing an Independent Search and Selection Process - finding the right manager can
be a daunting task without professional help
• Continual professional Trustee guidance and advice on investment planning
• A unique "modular investment service" - so you can key into the area of service you
really need
• Ethical and SRI independent investment advice

We have, a full range of financial out-sourcing services provided through www.charitybusiness.com

CB Financial Limited is an appointed representative of Financial Limited, which is regulated by the FSA. FSA number 227642