Mission Progress

Trust is actively seeking to invest (both in relationship terms and financially) in the underlying corporate enterprises that enable Life Planners to implement their Life Plan objectives such as banks (and building societies), investment firms, lenders, insurers (and friendly societies), and providers of tax advice and legal advice. Currently, we are working actively to grow four key ‘partner relationships’ with enterprises involved in the implementation of Life Plan objectives – a local building society, a local independently owned financial/investment advice firm, a local, family owned small loans lender, and a local Christian firm of solicitors. We hope moving forward, with the permission of these ‘partners’, to be able to post information about these enterprises and the work we do with them. We are, however, free to discuss their operations and why we work with them with anyone who enquires.