Services

Yoke and Company provides a holistic framework for charity Trustees and staff to give them confidence in managing their assets and to make better decisions.

We offer strategic advice and an annual health check to enable charities to improve outcomes for their beneficiaries

We have over 50 years’ charity finance and governance experience, and have worked in a professional capacity in finance and investment roles, as well as serving as Trustees and Treasurers for a wide range of charities

Strategic Advice We help you have a better understanding of your finances and governance in order to establish a better relationship with your existing advisors

Investment Advice We look at investments differently to most consultants, starting with the Trustees' perspective to gain full understanding of their financial strategy

Consolidated Reporting We create quarterly reports for charities to give clarity of all their assets, to allow them to understand their risks and opportunities.

Health check To ensure that trustees and staff have the correct polices and procedures in place to give them the confidence to manage the assets at their disposal

Charity Administration In collaboration with The Trust Partnership, we offer a range of administrative services to Foundations, Almshouses and grant making charities.