We are a group of independent ethical investors with a deep commitment to ethical financial planning – in fact we think we are one of a very few in the country that is entirely dedicated to screened investments.
We are totally independent and therefore we work on your behalf rather than for one particular bank or insurance company.
If you would value a long term relationship with qualified financial professional who looks to support you through life’s changing financial demands then our service is designed for you.
Our clients range from young people just beginning to think about their financial strategy, new families planning for the security of their families to older people facing retirement and needing to plan and retired people thinking about their legacy.
We are directly regulated by the Financial Services Authority and employ an external independent compliance service to ensure the highest standard of advice. Your first meeting with us is free and after that we offer a commission or fee-based service.