These are challenging times for not-for-profit organisations.

Research has shown how charities in particular are facing a funding gap of around £10 billion as a result of the pandemic. Economic uncertainty is also putting a strain on sectors such as the arts and education. And around one in three social enterprises are said to be at “high risk” of going under.

All this comes when public demand for the services provided by not-for-profits has grown substantially.

rockwealth is here to help. Learn how in our video below.

Learn about the most common questions that directors and trustees of not-for-profit organisations ask about investing and asset management.

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We understand how it’s more important than ever to make the very most of the financial resources at your disposal.

That means investing your assets as efficiently as possible, to maximise the highest expected return for the amount of risk you take.

It also means minimising the fees and charges you pay, and avoiding making irrational investment decisions.

As well as asset management, we can also assist you with workplace pensions and benefits, financial education, employee engagement and risk protection.

Learn more about our services below...

We offer our services to a wide range of not-for-profit organisations, including:

Registered charities

Social enterprises

Trade unions

Pressure groups

Schools & universities

Arts venues

Sports bodies, and religious groups

Learn more about us

WHY ROCKWEALTH?

A good financial planning or investment consultant is well worth paying for. But you need to be clear what you’re paying them to do.

It’s a myth that consultants know where the financial markets are heading in the short- to medium-term. Nor do they know which asset classes or individual funds will outperform in the future.

Several studies show that funds recommended by investment consultants perform little or no better than funds they don’t recommend.

Nevertheless, most consultants claim to add value through fund selection or timing the market. Indeed that’s one of the main things that not-for-profit organisations still hire consultants to do.

We at rockweath take a completely different approach. In short, we leave market predictions and picking and choosing funds to our competitors. Instead we focus entirely on areas where consultants can add value — for example, behavioural coaching, cashflow modelling and corporate financial planning.

Not-for-profit organisations deserve better from the financial consultancy sector, and we at rockwealth are leading the way towards positive change.