Investment Consultancy
Empowering you with transparent, tailored investment advice.
Making informed investment decisions is essential. If you oversee charity, not-for-profit, family, or trust funds, these roles carry a growing weight of responsibility. We're here to share that with you.
With decades of experience advising charities, not-for-profits, families and trusts, our team understands the unique challenges you face. We build trusted relationships grounded in sector-specific knowledge, emotional intelligence, and discretion, so you can rest assured that advice is being given in your best interests.
Helping you to make complex decisions with confidence.
Combining deep technical knowledge with genuine care, our team delivers clear and transparent advice to help you make smarter decisions.
Our independent advisers offer tailored support that fits your unique needs. Our services are flexible, allowing you to choose the area of our expertise that benefits you most. We will always act in your best interests, never pushing a one-size-fits-all approach.
Appointing Buzzacott as your investment adviser means you benefit from professional consultancy that’s both technically sound and empathetic to your situation. We hold investment managers to account, ensure regulatory alignment, and take on the burden of suitability.
Our services
We can support you with reviews of your investment and risk strategy, helping you understand risks and agree a suitable approach. We have a deep knowledge of ethical, environmental, social, and governance factors, and we will always consider your specific circumstances and objectives in our approach.
To give you peace of mind that you are meeting regulatory requirements and industry guidance, we'll review your existing investment policy statement, recommend changes, or draft a new one entirely to ensure alignment with your objectives.
Through a rigorous process, we can help select the right investment manager for you. We’ll conduct analysis, support interviews, provide recommendations, and negotiate with the most suitable investment firms to deliver on your requirements.
When assets are invested, it’s important for them to be monitored and reviewed regularly. We track and benchmark portfolio performance, scrutinise your investments and managers on your behalf, and help you assess risk taken versus return achieved.
What works for a long-term portfolio is very different from what’s needed to manage liquid assets. Whether it be cash funds, corporate or government bonds, or deposit accounts, we evaluate the full range of risks to help you decide on the best cash and treasury policy, to mitigate risks and maximise return.
Whatever your ESG-related goals, we can help. Our team can advise on the right investment strategy to meet your values and, ensure ongoing alignment to ESG requirements, through thorough reporting and analysis of these factors.
Why work with us?
Making the right decisions around your investments is an important and weighty decision. Let us make it easier.
Sector specialists
We have extensive experience supporting charities, not-for-profits, trusts and families with their investment requirements. Our team understand the governance, regulatory and reporting frameworks these entities operate within, and bring this insight to every engagement.
Proven expertise
Our advisers are highly qualified, holding recognition from the CFA, CISI and CII. With over 30 years of experience advising on investments, they help put in place appropriate strategies and policies that align with regulation, risk, and long-term objectives.
Independent advice
We are regulated by the Financial Conduct Authority (FCA) and operate without ties to any investment manager, bank, or product provider. This independence ensures our recommendations are objective and based solely on what best serves our clients’ interests.
Transparent outcomes
We believe trust is built through openness. We are transparent about how we charge, flexible in how we work, and clear in the way we communicate. Our focus is always on achieving the best possible outcome, not on selling predefined services or solutions.