The Money Charity Announces New Partnership with Oaks Consultancy

Relationship is Agency’s First With a Financial Charity

The Money Charity, the UK’s financial capability charity, are delighted to announce their new partnership with Oaks Consultancy, who will support them with strategy, business development and income generation.

Following a tendering process over several weeks, Oaks Consultancy were chosen by The Money Charity’s senior management team as their first dedicated fundraising agency. The partnership represents a step forwards for the charity in their resilience and income diversification work. For Oaks, The Money Charity are their first charity client operating in the field of financial education and wellbeing.

The Money Charity have been the UK’s financial capability charity for over 25 years, proactively providing education, information, advice and guidance to people of all ages across the UK, helping them to manage their money well and increase their financial wellbeing. They do this through their own delivery as well as through influencing and supporting others, continuing to develop their offering and finding interactive and engaging ways to engage the UK with taking control of their finances.

Oaks were formed in 2008 and exist to help socially minded organisations raise their game. They support organisations of all shapes and purposes across the UK to explore their income generation potential, identify fundraising opportunities, put the structures in place to capitalise on these opportunities, and ultimately bring in new and diverse funding.

Erik Porter, Acting Chief Executive at The Money Charity says:

“We’re really pleased to be announcing this exciting new partnership at the end of a competitive and stimulating tender process. We were hugely impressed with the Oaks team and their rapid insight into our charity’s work and capturing of our vision for a financially capable UK. We very much look forward to a long and successful collaboration with them on multiple projects.

“Taking on a fundraising agency is a new step for the charity as we develop and expand our work, and we believe this step demonstrates our wholehearted commitment to being more financially resilient ourselves, as we seek widespread improvements in the UK’s financial wellbeing.”

Rahul Bissoonauth, Director of Business Development at Oaks adds:

“The Money Charity have an increasingly important role to play in the financial wellbeing of people from all walks of life in the UK, and we have been overwhelmed by the breadth and depth of their vision, programmes and impact since our very first conversation. From educating our young people to engaging adults in honest and open conversations about managing money, building a financially capable UK is a cause that we believe can and should unite everyone – including funders!

“We are excited to launch this new partnership and can’t wait to get under the skin of the organisation and its fundraising proposition. This is a new sector for us, and we are confident that we can use our experiences in sport, education and the wider charitable sector to help build a financially resilient and strong future for the Money Charity over the coming years.”


Notes to Editors

  • The Money Charity is the UK’s financial capability charity. We believe that being on top of your money means you are more in control of your life, your finances and your debts, reducing stress and hardship, and that being on top of your money increases your wellbeing, helps you achieve your goals and live a happier more positive life as a result. Our vision is for everyone to be on top of their money as a part of everyday life. We empower people across the UK to build the skills, knowledge, attitudes and behaviours, to make the most of their money throughout their lives. Find out more at
  • Oaks Consultancy have been working with socially-minded organisations of all shapes and sizes across the sport, education, public and third sectors since 2008. From international sport-for-development charities, Premier League football clubs and National Governing Bodies of sport through to multi-academy trusts and schools, our passion is in supporting organisations with a genuine social purpose. Whether it is strategy developmentbusiness planningincome generation or any other critical business function, Oaks will help you raise your game.

Oaks have also recently joined the Aquila Services Group as a subsidiary and now play a significant role in a group of socially focussed management consultancies alongside Altair Ltd and ATFS.

  • Any media or press enquiries should be directed to our Communications & Marketing Manager, James Yelland, on [email protected]