Our clients
We take great pride in being given the chance to help some outstanding charities and not for profit organisations.
Yoke only works in the third sector and all of our work comes by word of mouth.
We work with all types of organisations, although they will invariably have an investment portfolio. We act for all clients regardless of their size, turnover or activity. We start by having an initial consultation to see if Yoke can add any value. If we can, we will prepare an outline of work required and quote a reasonable amount for this, knowing charities have limited budgets.
Although we are a young business, we have been proud to work with some fantastic charitable organisations who continue to do amazing work within our society for a wide range of beneficiaries as the following selection of clients demonstrate:
Testimonials
“Yoke were extremely helpful in setting out a range of funding options for us and in helping us understand which were realistic and which were less likely to succeed in achieving an increase in income. They did this in a language that we could all understand. Throughout this process James and Guy provided critical support and advice we studied the various financial options and their implications.”
“This is exactly what we needed. The trustees can now reflect on your review and consider what, if anything, we decide to change. Most importantly we have carried out an assurance exercise which is in line with our duty as trustees. Thank you again for your excellent service.”
“Great to meet a values-driven business!”
“We recognise that without Yoke’s initial analysis and continued support, together with the subsequent financial and investment analysis, this outcome would not have been achieved. For us, it was a hugely productive professional relationship with Yoke.”
"When we needed some investment advice I turned immediately to Yoke, in part because I knew and trusted both James and Guy, and also because I sensed that their approach towards small foundations would provide us with the service we needed.”
“We used Yoke who were very insightful, highlighting a range of investment solutions for us. Many of these were not comfortable reading for the Trustees but made clear for them what the realistic options were to seek an increase in income.”
“Guy and James provided critical support and advice over several months as the Trustees studied the various financial options and their implications and refined a shortlist for presentation to our board. As a result, we received grants that increased our annual donations eight-fold. This increase in income has transformed the foundation’s situation but more significantly it has vastly extended the potential for it to continue its good work.”
“We recognise that without Yoke’s initial analysis and continued support, together with the subsequent financial and investment analysis for the parent company Board, this outcome could never have been achieved. For us, it was a hugely productive professional relationship with Yoke.”
“I appreciated your thoughtful and honest views. It is certainly a plus for me to know I can pick the phone to bounce ideas around or to ask for help with a specific project in this start-up / learning phase. We are excited to get going, and can only benefit from the experience of others!”