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, Mrs Joanna Womack, overseas the investment portfolio.  She 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 Nick Wright, Mrs Lydia Pretzlick and also Mr Paul Chapman from PEM. The Chairman 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 Secretary at email@sirhalleystewart.org.uk.