Governance & Trusteeship

Trustee Finance & Governance Support

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Leading a charity or faith organisation comes with rewarding opportunities and real responsibilities. As a Chair, Minister, or Trustee/NED, you want to make confident decisions, knowing your board is compliant, effective, and focused on your mission.

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We deliver a Charity Commission CC3-aligned trustee finance session, grounded in Companies Act responsibilities (for NEDs), with a strong focus on stewardship and long-term sustainability for charities.

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How we work with boards

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Our support is flexible and designed to complement your board’s needs:

 

• Board sessions & workshops – Focused on finance, governance, and strategic oversight.

• Treasurer mentoring & support - Helping finance leads and trustees work together effectively.

• Ongoing retainer options – Ensure continuous guidance to keep your board confident and compliant.

 

We do not offer “one-size-fits-all” solutions. Instead, we equip boards with the guidance, reassurance, and tools they need to succeed.

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If you would like to explore how we can support your trusteeship or board, let’s have a conversation - no obligation, just practical support designed around your organisation and trustees.

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As a licensed accountant and practicing trustee, I have designed this governance self-assessment tool and the

UQMA Framework™ to help boards identify exactly where to focus their development efforts.

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Trustee Finance Health Check (TFHC) - Save/Print Results before leaving assessment

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Mellors Trustee Finance Health Check (TFHC™)

A Governance Diagnostic Tool by Mellors Management Consultancy Ltd

Aligned with the Charity Governance Code

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