Benefits of a Charity Financials Subscription

A subscription enables you to

• Create full bespoke financial searches

  Analyse the accounts of the largest 5,000 charities in the UK, plus 160 universities and 800 independent schools, with tailored parameters to fit your audience

• Identify opportunities

  Discover charities with significant investments, search for clients of named investment firms, find out client movements

• Benchmark and calculate market share

  Compare financial information of charity clients and prospects, and analyse competitors with number of clients or any financial field of your choice

• Access historical data

  Including previous investments and adviser history data for up to the last ten years