Our ethical investment process
Cutting across the financial advice that we give is our dedicated approach to integrating your desire to invest ethically. Investing ethically requires analysis of your social and environmental concerns as well as your financial needs. Each ethical fund or portfolio that we recommend you invest in has its own ethical investment criteria, so by understanding what issues are of concern to you it helps us make an appropriate match. It also helps us understand whether anything you already have in place is suitable.
Equally as important as understanding the issues that are important to you, is us having the ability to offer first rate ethical investments; ones good enough to support your intentions. Click here to glean an insight into the efforts that we go to to do this.Read more...
Our fees and services
We offer a tiered service from Levels 1 to 3. When you first talk to us about your goals and circumstances we will advise you on which of the three Levels you are most suited to aspire to.
We have designed an advice fee structure which is simple to understand and fair, and which relates to the Levels of advice that you opt for.
Click here to get a short taster of our Fees and Services. If you have questions about this or would like a deeper insight before you go any further, call us up and we’ll be happy to run through it with you.Read more...