Financial Information

The financial affairs of the Trust are carefully managed by a Sub-Committee of Trustees, which meets quarterly with financial advisors to review the portfolio and take investment decisions.

The Honorary Treasurer, Mr Andrew Wauchope, overseas the investment portfolio.  He is assisted by Michael Godfrey of Peters Elworthy & Moore (PEM) who maintains the financial records of the Trust and prepares financial reports for the Trustees’ meetings together with the Annual Accounts.

They are joined on the Finance committee by Mr Henry Stewart, Mr Hugh Richardson and also a further representative from PEM. The Chair is also an ex officio member.

The Trust’s Annual Reports and Accounts may be viewed on the Charity Commission website.  If you would like to receive a copy of the Trust’s Statement of Investment Principles (SIP) please contact the Trust at email@sirhalleystewart.org.uk.