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CCLA

Empowering Parish and Town Councils with Comprehensive Financial Services


At CCLA, we understand the crucial role that parish and town councils play in their local communities. As a specialist fund manager, we are committed to supporting these essential institutions by offering a range of tailored financial services designed to help them make the most of their investments and achieve their long-term financial goals. With decades of experience in managing funds for local authorities, we are proud to be a trusted partner for many parish and town councils across the UK.

Our Services for Parish and Town Councils

Local Authority Funds:
Our primary focus is on managing local authority funds, and we have a deep understanding of the specific needs and responsibilities of parish and town councils. Our expert team is well-versed in creating bespoke investment strategies that align with your council's financial objectives, risk tolerance, and time horizons. We aim to maximize returns while ensuring that your funds remain secure and compliant with relevant regulations.

Ethical and Sustainable Investing:
CCLA is a leader in ethical and sustainable investing. We recognize the increasing importance of environmental, social, and governance (ESG) considerations in investment decisions. Our dedicated team incorporates ESG factors into the investment process, providing you with options that align with your council's values and promote positive social and environmental impact.

Cash Management Solutions:
For councils seeking secure and liquid investment options for their short-term surplus funds, our cash management solutions offer a range of competitive products. We work to optimise returns on cash while maintaining the flexibility required for councils to meet their financial commitments.

Strategic Investment Advice:
Our experienced investment advisors are available to provide strategic advice and guidance on various financial matters. Whether it's optimizing investment portfolios, reviewing risk management practices, or navigating changing market conditions, we are here to support your council every step of the way.

Dedicated Client Service:
At CCLA, we prioritise exceptional client service. Our dedicated client relationship managers ensure that you receive personalized attention and support throughout our partnership. We take the time to understand your unique needs and tailor our services accordingly.

Why Choose CCLA?

Expertise in Local Government Investing:
With over 60 years of experience in managing funds for local authorities, CCLA has a proven track record of delivering reliable and consistent results. We understand the specific challenges and opportunities faced by parish and town councils, and our services are designed to address these unique requirements.

Ethical Values:
As a responsible and socially conscious fund manager, we prioritize ethical and sustainable investing. We take pride in offering options that not only generate financial returns but also contribute positively to society and the environment.

Personalised Approach:
We recognise that every council is different, and one size does not fit all. That's why we take a personalised approach to our services, ensuring that your council's specific financial goals and values are at the core of our strategies.

Regulatory Compliance:
CCLA is authorised and regulated by the Financial Conduct Authority (FCA) and operates in full compliance with relevant financial regulations. Your council's investments are safe in our hands.

How to Get Started:
If you are interested in learning more about how CCLA can help your parish or town council achieve its financial objectives, please get in touch with our team today. Our expert advisors will be delighted to discuss your council's unique requirements and tailor a solution that best meets your needs.


Empower your council's financial future with CCLA - your trusted partner in local government investing. CCLA Homepage

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Contact

Telephone: 01305 224460

Member Advice: advice@dorset-aptc.gov.uk

Member Training: training@dorset-aptc.gov.uk

General Enquiries: info@dorset-aptc.gov.uk

Office Hours: Monday to Friday 9am to 2pm

 

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