Charity Financial Planning

At Markland Hill Wealth, we understand the vital role that charities play in our communities. We recognise the dedication and passion that drives charitable organisations to make a difference in the community. We offer specialised financial planning services tailored to meet the unique needs of charitable institutions.

Our Mission

To empower charities to achieve their missions more effectively through sound financial planning. We believe that when charities are financially stable and strategically managed, they can amplify their impact and create lasting change.

Expertise in Charity Financial Planning

If you operate a Charity in the UK, there are many financial considerations to ensure that you are serving your beneficiaries, staff, mission, and bottom line. Our expert Charities Team can help you navigate compliance and conscience to give you the best possible outcomes for the whole organisation. With many years of experience assisting charities with managing funds, staff benefits and lending, our Advisers can make sure you stay on track and focus on the things that really matter. Our advice includes wide ranging topics such as succession planning, grant funding and much more. Whether you’re a small non-profit or a large charitable foundation, we have the expertise to help you navigate the complexities of financial planning with confidence.


Tailored Solutions for Charitable Organisations

At Markland Hill Wealth, we recognise that every charity is unique, with its own set of goals, challenges, and aspirations. That’s why we take a personalised approach to financial planning, working closely with each client to develop bespoke solutions that align with their mission and values. Whether you need assistance with investment management, or planned giving strategies, we’re here to provide the advice and support you need to succeed.


Comprehensive Services

Our comprehensive range of services is designed to address the diverse needs of charitable organisations at every stage of their journey:


Investment Advice


Investment Policy Creation


Charity Insurance & Trustee Indemnity


Charity Key Person Protection


Grant Consultancy




Trustee CPD Training

Partnering for Impact

At Markland Hill Wealth, we view our relationship with our clients as a partnership based on trust, transparency, and mutual respect. We’re committed to helping you achieve your goals and make a meaningful difference in our communities.

Get Started Today

Contact us today to schedule a consultation with one of our experienced advisors. Let’s work together and create positive lasting change to our communities.

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Cieran Culligan

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The service we have received has been excellent. It feels like a partnership rather than a series of transactions. Our continuing conversations are full of ideas and promise and the plan that has been developed will enable us to become self-sustaining. The detailed advice and financial expertise have brought our ideas to life, and I feel confident they will now come to fruition as a result of all your help, support and excellent spreadsheets!

— Rebecca Robson MBE
Senior Officer, Women’s Community Matters