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Testimonials

St. Barnabas / Chestnut Tree Hospices

"The Trustees and Finance Committee were most impressed with Paul’s experience, knowledge and straightforward talk in respect to risk profiling, running a beauty parade, review and update of ‘Statement of Investment Principles’ in addition to some strategic advice about responsible investing and aligning policies.

 

The whole project was executed very professionally, which provided considerable ‘peace of mind’ for the Trustees and Senior Management Team. We would not hesitate to recommend Paul and his services to any charity going through a similar process."

 

Max Caunhye,

Finance Director,

St. Barnabas / Chestnut Tree Hospices (Sussex)

The National Almshouse Association

"The investment affairs of the National Almshouse Association had evolved over many years and had grown into a complex cocktail of different investments. The Association’s investments included a plethora of different investment managers, incorporating several portfolios as well as pooled funds and cash investments. There was not a coherent investment policy and it was difficult to gain a holistic view of the Charity’s investments.

 

Paul came into the Association and reviewed the existing portfolios, made some sensible suggestions, assisted us with our strategy and provided us with a list of potential investment managers. Paul’s thoughtful, methodical and sensible approach helped steer the Association through a relatively complex situation and helped us reach a streamlined and comprehensive investment strategy.  Paul was very clear and concise in his advice and he produced a short list of prospective investment managers which included key statistics and comparative information on performance, service, income and fees.

 

Paul arranged and marshalled the beauty parade, providing a score card and useful advice. In our case we the board of four people came to a split decision and Paul very skilfully and carefully guided us through the complexities of reaching an agreed result; which we duly came to.

 

The Almshouse Association would have no hesitation in recommending Paul Mitchell Investment Reviews to any prospective charity looking to review their investments."

 

Willie Hartley Russell MVO DL,

Vice Chairman,

The National Almshouse Association

British and Foreign Bible Society

“The British and Foreign Bible Society engaged Paul Mitchell to advise on the selection of a new Investment Manager. Paul presented a short list of 5 potential investment managers, all of whom had been carefully researched and analysed by Paul personally. This enabled us to run a highly efficient selection process, guided by Paul, leading to a successful appointment. 

 

We were deeply impressed by Paul’s experience, knowledge and hands-on approach which we were able to leverage so effectively. Paul tailored his approach around our requirements and it was so refreshing to be guided by someone who truly understood  us. 

 

I would whole-heartedly recommend Paul to any organisation looking to appoint an investment manager."

 

Paul Bosson,

Treasurer & Trustee,

British and Foreign Bible Society

The Rowans Hospice

“Before we went out to tender we didn’t appreciate the full extent of the information asymmetry between a charity and their investment managers, Paul helped us overcome this.

 

Paul provided training, helped us write a new Investment Policy and provided expert analysis throughout the tender process, which supported Trustees in their decision making and  the selection of the most suitable  investment manager.”

Ruth White,

Chief Executive,

The Rowans Hospice

Quakers in Britain

"Paul worked with us, facilitating two workshop sessions with our Finance and Property Committee to support them in their consideration of Britain Yearly Meeting of the Religious Society of Friends (Quakers)’s investment policy. His comments on the advice given and approach of our current investments were very helpful. He also pushed the committee to assess and articulate both its willingness to take risk (‘attitude to risk’) and ability to take risk (‘risk capacity’)."

Lisa Kiew,

Head of Finance and Resources,

Quakers in Britain

PRS Members' Fund

"From the moment the trustees decided to review our investments, Paul Mitchell’s support proved invaluable. He completely understood our requirements, analysed the investment proposals we received and was an integral part of the interviews with prospective managers. Working with Paul was a pleasure. His knowledge and quality of reporting to the trustees at every stage was second to none."

John Logan,

General Secretary,

PRS Members' Fund

The Eaton Fund

"We engaged Paul to help us arrange our investments to meet an increasing demand from our beneficiaries.   Paul listened to us and understood the issues we faced. He guided us to revise our Statement of Investment Policy and select a new investment manager.  Paul made the process straightforward. He prepared thoroughly for the selection interviews by researching five candidates, and he was on hand throughout to give advice.  We appointed a new manager and are confident that we made an informed decision.

We needed someone who understands the needs of charities and the world of investment management; someone who could help us negotiate a fair deal.  Paul ably met this brief and we are happy to recommend him to other charities."

Dr Stephen Kane,

Chairman,

The Eaton Fund