Governance & Trusteeship

Trustee Finance & Governance Support

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.

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.

How we work with boards

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.

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.

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.

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

Mellors Trustee Finance Health Check (TFHC™)

A Governance Diagnostic Tool by Mellors Management Consultancy Ltd

Aligned with the Charity Governance Code