Welcome to our website
We are independent financial advisers specialising in socially responsible and ethical investment.
Planning to succeed
We want to help you create a financial plan that will meet both your financial goals, and your ethical stance. Goal setting is a powerful tool, whether applied to one's professional life, personal aspirations, or personal finances. In fact, goal setting can make the difference between success and failure. "He who fails to plan, plans to fail".
Financial needs
We all have financial needs, and finding an affordable solution to meet those needs is an area that many people seek advice upon. Your needs today could be significantly different to those of the future. We also all have personal values. However, what is ethical to one person is not to another. That is why we ask you to complete our ethical preferences questionnaire which can be found in our ethical investment section. Our desire is to provide you with financial advice throughout your life based on your values. Our focus is on service. We want to keep you as a client for life.
What are your financial goals?
You may wish to plan for a child’s education, or the purchase of a dream home or perhaps for income in your retirement. No effective financial plan can ignore the effects of outside influences like accidents, long term illness or loss of employment. It is also important to consider the effects on others were you to die. To help you fulfill your financial goals we offer both an advisory and execution-only service (see above menu), enabling you to take advantage of our expertise in providing you with professional and impartial independent financial advice on socially responsible and ethical investment. We always look to find ethical financial solutions for your needs that work throughout the many different stages of your life and fit with your lifestyle and beliefs.
We hope to welcome you as a valued client.