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Can my investments reflect my views?
By aligning your investments with your values, you can play a pivotal role in promoting positive change and ending practices that don't align with your beliefs.
Funds that reflect what matters most to you
In today’s world, we’re increasingly attuned to global issues such as the environment, climate change, and human rights. We’re all keen to ensure that our actions don’t harm the planet or society.
Responsible investing is a combination of different approaches to managing money that includes environmental, social and governance (ESG) factors.
We actively encourage conversations around responsible investments. Whether it’s addressing concerns about climate change or making a positive impact on the environment, we’re here to collaborate with you and develop an investment strategy that aligns with your views.
Establish your values
When we first meet, we’ll understand what you’re passionate about, the causes you want to support and any areas you’d like to avoid. We then go away and make recommendations that match your views.
Establish your values
Suitable investment solutions
We’re able to provide a range of solutions that meet your personal values, and we will consider your ethical preferences before agreeing a suitable investment solution with you.
Suitable investment solutions
Make a positive impact
Changing how you spend and invest your money can make a big difference. We will create a strategy that pursues measurable social or environmental goals, combined with financial returns.
Make a positive impact
Provide a cashflow forecast
As part of your financial plan, we’ll use cashflow forecasting to model scenarios and stress-test your investment strategy to create a plan and ensure you remain on track.
Provide a cashflow forecast
Diversify your portfolio
In today’s world, there’s an ever-growing choice of ethical, sustainable, thematic, and impact funds that give you the ultimate choice over which to benefit from your investment without sacrificing your returns.
Diversify your portfolio
Comprehensive financial review
We will review all your finances, along with your investments, to help you plan for the future. We want to see you achieve financial security and forge a long-term relationship with you.
Comprehensive financial review
Protect you and your family
By tailoring protection specifically to the distinct needs of your family, we can create a safety net that shields against the unpredictable twists and turns of life. This not only offers financial protection but also affords peace of mind.
Protect you and your family
A long-term relationship
You want an attentive financial planner who will listen to your objectives. We provide a trustworthy service that makes your life easier and helps you make the most of your finances now and in the future.
A long-term relationship
Your capital is at risk. The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.
Protection plans typically have no cash in value at any time and cover will cease at the end of the term.