Our York Charities

Illingworths Invest Direct ltd is a investment partner which has been created to allow Illingworths's clients to access a carefully selected range of risk managed investment portfolios, utilising your isa allowances where available, with the option to select charities which will benefit from your investment with us. Illingworths invest direct Ltd works closely with Tam Asset Management Ltd and FinchTech who have the necessary experience and financial security, together with a proven track record to provide and manage the investment portfolios.

If you like the idea of Invest Direct but do not have a specific charity in mind you can opt for our Malton Charities Fund. We are working to benefit our selected charity partners in Malton. Whilst this is a growing list, here are some of the charities we are currently working with.

It really is as simple as that; You Give, We Give

Firstly, You Give by deciding if you want to donate a percentage of your annual portfolio gain to your chosen charity when opening your account. If you make no gain you make no donation. Then the We Give part. We will donate the same percentage from our fee. If there is no gain and therefore no donation from you,

we will still donate the percentage of our fee.

YOUR CHOICE

You choose which charity receives a donation. Or alternatively opt for our

Malton Charities Partners.

AS SIMPLE AS A, B, C

A clear and convenient donation process. You select the donation

percentage and we will take care of the rest.

PARTNERSHIP

The shared commitment with us leads to higher overall donations resulting

in greater benefit to your chosen charity.

TAX RELIEF

You may be able to claim tax relief on your charitable giving where the

charity is Gift Aid registered.

FLEXIBILITY

You can easily change your charity of choice, the percentage you give or opt

out completely at any time simply by informing us of your decision.

TRANSPARENCY

We will provide you with a letter each year to explain the calculation, the

payment and confirmation of the donation.

Illingworths Invest Direct Ltd is an appointed representative of J Illingworth & Co Ltd, Newgate House, 1 Newgate, York, YO1 7LA which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 5008353. Our entry on the Financial Conduct Authority Register can be found Here

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J Illingworth & Co Ltd

1 Newgate House, York

YO1 7LA

Registered in England

No. 01076768

General: 01904 631622

Financial Services: 01904 464800

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We charge a fee for financial advice. Full details of our financial advice charges are in the Financial Services Client Agreement and Financial Services Keyfacts link to the right.

Full details of our Mortgage Advice services and cost can be found in the Mortgage Client Agreement and Mortgage Services and Costs link to the right.

J Illingworth & Co Limited is authorised and regulated by the Financial Conduct Authority. Our Financial Services Registration number is 207560. Our entry on the Financial Conduct Authority Register can be found Here

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

J Illingworth & Co Ltd is a credit broker. We work exclusively with several lenders. We only arrange credit in respect of insurance placed through our agency.

J Illingworth & Co Ltd.