Trust, Charities & Pension MMBA has a widespread experience of guiding charities and individuals on their finances and savings.

We live in a strictly regulated financial services market, in order to gain independent financial advice entails specialist knowledge.

We have a wide range of skilled contacts to ensure you have independent adviser accustom to you and we work with them to deliver you with impartial advice.

MMBA has a widespread experience of guiding charitable and not-for-profit organisations. This sector is a large part of our business and our professional team advises some of the best-known organisations in the region.

Charities and not-for-profit organisations require specific legal, accounting and taxation regulations and the requirement for an expert team which understands the detailed necessities of this sector is high.

As a specialist wealth management company, we provide retirement and pensions planning advice and support services including trusteeship, administration, consultancy and investment advice.

We can help you with the provision of self-invested personal pension (SIPP) and small self-administered pension scheme (SSAS) arrangements – these are often central to life planning strategies.

We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes / Auto Enrolment
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts and
  • Investments
  • Retirement planning

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Give us a call on 01772 378 020 and speak with a member of our team about our services or fill in our contact form to book a free appointment.

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