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Independent advice
for
charities

We help charities with their strategic direction, financial challenges and governance issues.

Optimum:
/ˈɒptɪməm/ the most favourable situation
or level for growth or success
Adjective: most likely to bring success or advantage


Support: /səˈpɔːt/ be actively interested in and concerned for the success of… /give assistance to, especially financially

Working with us

Optimum Support’s ethos is deeply rooted in our client care and our understanding of the Charity’s specific environment. Our core belief is that integrity, together with a positive and empathetic client relationship, form the bedrock of the services we offer.

 

We have a successful track record in assisting the decision-making process. We also have extensive experience of the complex, strategic and financial issues which you face as a Charity.

By applying the relevant perspective, and taking a fresh approach to situations, we identify how best to meet the Charity’s objectives. From there, we will work with you to ensure you receive customised, detailed and practical solutions.

You can use our services for:

  • Financial analysis

  • Charity governance

  • Risk Management

  • Resource Support

  • Optimising your assets

Adding value for your Charity

Since 2004, Optimum Support has been helping charities with strategic and financial challenges as well as their governance issues. 

 

As our client, you will benefit from our extensive professional expertise in:

  • Finance

  • Investments

  • Property

  • Charity legal and regulatory matters

Our years of experience means that your Charity will have access to a trusted network of professionals.


This unique offering puts us in a perfect position to tailor support and add value to your Charity.

About
Working with us

Partnering in Practice:

a case study

Optimum Support were initially appointed to help with an investment review. As the relationship grew, we provided ongoing advice to the trustees and became a trusted point of contact and  support for the management team.

Case Study

What our clients say

"Forensic without being clinical."

Sister Clare Kelly

Chair of Trustees - Sisters of Evron

Testimonials

Who we are

Tim O'Brien FCA

Founder of Optimum Support, Tim is a chartered accountant and former partner in EY and PWC. He has been providing professional services to a wide range of organisations for more than 30 years.  


Tim’s guiding principle has always been to work in a committed partnership with his clients. This philosophy has led to him retaining clients over many years. His professional experience qualifies him to identify and prioritise the critical aspects of an issue, thus enabling the Charity to reach the optimum solution.

Nicole Stout

Nicole’s depth of experience stems from her 14 years at J.P. Morgan Asset Management where, as an Executive Director, she helped Charities, Endowment Funds and Pension Plans meet their investment needs.


She joined Optimum Support in 2017 and has in-depth knowledge of investment management and the investment options appropriate for charities. She is a holder
of the Investment Management Certificate. Nicole’s commitment to putting clients first and her attention to detail are the foundations to her approach.

Who we are
Contact
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