An area we feel passionate about is offering expert advice in the area of ethical investing, or Socially Responsible Investing (SRI). We place your unique beliefs and values at the core of our planning. With ethical investments this is essential because we all have different values. One area of concern or importance to you will be different to the next person.
Ethical investing has historically meant excluding companies that are involved in industries deemed to have a negative impact on society such as gambling, tobacco, pornography and alcohol. This is known as “negative screening”.
More recently funds have been developed to promote “positive screening” where companies aim to meet a certain set of criteria and have a positive impact on society. For example ethical employment practices, environmental conservation.
In addition to positive or negative screening, investment managers are increasingly using their influence to encourage companies to improve their working practices, or using more sustainable resources. This is often referred to as Engagement investing and is the fastest growing sector of ethical investments.
We have a deep conviction in offering a bespoke ethical financial planning solution, whereby we align your investments with your ethical and environmental values.
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it’s not just about buying products like a pension or an ISA.
Finding the right mortgage is more than just obtaining the best rate, it’s about making sure every element of the mortgage suits your personal circumstances.
We are a dedicated team of financial professionals that will put you firmly at the centre of everything we do which enables us to run a genuinely client-focused business.
