About

Our mission is to provide charities and their advisers a free, impartial online hub for the selection, review and comparison of investment managers, lawyers, accountants, insurance services and other experts with specialist knowledge of the charity space.

Our unique shared services help to reduce costs and increase efficiency. With 30 years’ experience in helping charities transform their precious money into effective investments, we also understand the financial, regulatory and governance challenges faced by the sector.

About our Team

Features

What we do

We provide free information, tools and resources to charities who rely on professional services providers to help them achieve their goals.

The more you know about charity investment managers, lawyers, accountants and insurance companies, the higher the probability you will select the provider suitable for your charity.

We provide the information. You select the best provider for you.

How do we work?

Our website provides your charity with free access to a database of vetted investment managers, lawyers, accountants, insurance companies and other specialists. These providers pay us an annual listing fee to be included.

Charities register with us for free and tell us about their specific requirements by answering a set of questions. We then provide each charity with a tailored directory of advisers to help them, based on their requirements and the advisers’ expertise. The service is completely free to charities.

The advisers who have signed up to Charity Intelligence have agreed to be vetted and monitored. They don’t pay us any commission or share any fees they earn with us. We never contact an adviser on behalf of a charity. Nor do we sell any charity’s enquiry or their information.

What we don’t do…

We are an independent information services firm, not a financial services provider.

We do not provide any type of financial, investment, tax or legal advice.

No financial professional or firm is affiliated with Charity Intelligence.

No financial professional or firm has an equity interest in Charity Intelligence.

Why Charity Intelligence?

  • We’re independent experts.
  • We offer charities completely free access to vetted advisers with expertise in the charity sector.
  • You can save money and time. Everything you need to know about charity professional service providers is on this website.
  • You’re in control. In the past, if you wanted to make an informed choice when selecting a charity professional services adviser, you had to talk to lots of providers. Using the unique Charity Intelligence hub, you can learn a lot about different charity investment managers, lawyers, accountants and insurance companies and retain your anonymity until you are ready to make contact or start a conversation.
  • It’s free. All of the information and services on this website are provided free to charities. We have nothing to sell you.
  • It’s private. Registration is required to access our free information and services. We will not pass on any contact details or information. You make contact with the providers of your choice when you’re ready.