Financial governance for your charity
Yoke and Company is a different type of consultancy that is focused on supporting trustees and staff of charities in managing their assets and to make sure their decisions are thoughtfully aligned with their objects and plans.
Strategic advice
Helping you have a better understanding of the relationship between your finances and governance in order to get the best out of your charity assets and investments
Investment advice
We look at investments differently, starting with the trustees’ perspective to gain full understanding of their financial strategy and engagement with managers. This can include manager reviews if required
Projects
When you want help with a particularly technical problem or have limited time to resolve an issue, we work with all of your stakeholders to bring an independent proposal to your charity
If you think Yoke can help your organisation or you are looking for some reassurance, we would be delighted to hear from you
Investing for Charities
James has published an authoritative book that cuts through the investment industry’s mystique and jargon to show you how you can set an investment policy and think clearly about your financial goals and measures of success. It is not aimed at investment technicians but is based on sound investment principles. It will help you make sensible and well-informed investment decisions and, ultimately, empower your charity to do more with its valuable resources.