Sustainability and the long-term survival and governance of your organisation should be at the centre of your planning and we have an expert team on hand to help you.

Wellers has class-leading expertise when it comes to a charity’s investment strategy options and impact investing. We can help you explore ways to steward and structure your assets or make the most of your investments.

Our team members are well-versed in the Global Impact Investing Network IRIS measurement system, a global standard for measuring impact.

Case Study – FCA regulated client

Our FCA regulated impact investment client works with the UK and African-based NGOs and churches to help them develop their real estate assets. As a result, the charity works in partnership with investors and development teams to deliver a fair outcome that will see charities become sustainable and no longer dependent upon donations. Furthermore, investors hope to achieve a market-rate investment return and take pleasure in seeing a prominent charity expand their vital work with vulnerable people. “The planning required complex solutions to be put in place and a multidisciplinary team was established to work cross-border to deliver the right outcomes. Wellers plays a vital role in many phases of our regulated investment projects”, our client.

If you have a social impact opportunity that requires legal or capital raising support please call Neil Sandy or Guy Ruddle at our London City office on 020 7481 2422 or email to organise an initial discussion.