Governance & Trusteeship

Governance advisory

​

​

Trustee finance health check

​

Find out how your board is really doing on financial oversight — not whether the accounts balance, but whether the right questions are being asked.

​

Charity trustees are collectively responsible for making sure their organisation's money is used prudently and in line with its purpose. In practice, most boards find that responsibility sits reactively — reviewed once a quarter, carried by one financially literate trustee, or driven by compliance rather than genuine scrutiny.

​

This assessment gives you a clear picture of where your board currently stands, scored across the four stages of active financial governance: understand, question, monitor, act — the same cycle behind the published UQMA Framework for charity trustees.

​

Start with a 5-7 minute quick check across all 9 modules, or go straight to the full assessment - 38 to 43 questions, 20 to 25 minutes for the complete report. Both are scored against the Charity Governance Code 2025 and produce a personalised view of where your board is strong and where targeted training would help most.

​

Best experienced on a desktop, laptop, or tablet — the module cards and scoring grids are easiest to read on a larger screen.

​

Who it's for

​

Charity trustees, MAT governors, treasurers, and finance committee members - including boards preparing for a Charity Commission review.

​

What you'll get

​

A governance rating across all 9 modules, your top 3 development priorities, and a finance committee readiness verdict.

Every question maps to a specific CC3 duty and Charity Governance Code 2025 principle

​

​​

​

​

​

​

​​​​​​​​​​​​​​​​Mellors Trustee Finance Health Check (TFHC™)

Built by Maxwell Magadzire - a licensed accountant and practising board trustee,

and author of the UQMA Framework and UQMA+ Model, both formally published and open-access via Zenodo

​​