Ethical Investing
Many people are increasingly concerned with ethical and ‘green’ investing and we are accustomed to helping them create portfolios which reflect the things that are important to them.
Gone are the days when clients might be asked to compromise on financial return in exchange for investments which are in line with their beliefs.
What matters to you?
We will work with you to establish the areas that matter to you. For some, it’s a preference for green funds, or those that focus on renewables. For others, it’s more important that your money doesn’t invest in certain sectors. Our detailed questionnaire will help to establish what is key when it comes to finding the right investment for you.
Personalised Investing
Once our advisers know what’s important to you, we will recommend a suitable home for your money, whether that’s a single fund, or a bespoke portfolio managed by an investment manager.