Company profile
Introduction
We are independent financial planners who specialise in ethical and socially responsible investment. Our aim is to provide financial solutions to meet both your financial planning and ethical and socially responsible objectives, incorporating “holistic” or “lifestyle” financial planning.
We also aim to add value to our clients’ lives by improving the quality of benefits and protection, through offering a constant and consistent service in accordance with each client’s values.
As a company we offer, between the four Directors, over a hundred years of financial services experience, including over fifty cumulative years in ethical and socially responsible investment.
Our independence
As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment products from across the whole marketplace. This means we can choose from amongst 30,000 financial products to provide the best financial solutions for you.