If you’re a charity or not-for-profit we provide a ‘free’ appraisal of your articles or constitutional documents. If you’re a new charity about to register withe the Charity Commission we do try and offer initial guidance pro-bono. Find out more about our services to charities and not-for-profit here.
We also work with: accountants, solicitors and financial advisers to provide advice and guidance on the implications of amending the articles of association for specific client needs. We tend to advise on the implications of the death of shareholders and cross option agreements, weighted voting rights and restricting share transfers.
Richard C. Bishop has over 20 years experience in financial services, he’s recognized as a leading financial adviser in the industry. He’s a regular columnist for many of the leading financial publications including the Financial Times. He has lectured in financial planning at Coventry & Wolverhampton University.
Richard is an Affiliate member of STEP, the world’s leading organisation for advisers who focus on family inheritance and succession planning. He is also a member of the London Institute of Banking & Finance and holds many advanced qualifications in both financial planning, trusts & taxation.
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