Business Details
29 Years
experience
Ethical Financial Advisers in Richmond
Established in 1997, we are a firm of Independent Financial Advisers specialising in ethical, environmental, and responsible investment. Our expertise lies in aligning financial planning with clients' ethical preferences, offering transparent advice on pensions, investments, protection, and estate planning. With over 25 years of experience, we have earned industry recognition, including awards from the Guardian newspaper group, and maintain a strong partnership with Amnesty International UK.Our team prioritises trust, transparency, and tailored solutions, ensuring clients' investments reflect their values while meeting financial objectives. We operate with a commitment to ethical practices in both our advisory services and internal operations.
Services
Investment
Pensions
Planning for the Future
Protection
Estate Planning
Details
- Year established: 1997
Highlights and features
- We specialise in ethical investment strategies since 1997.
- Our transparent fee structure ensures no hidden costs.
- We offer tailored financial solutions aligned with your values.
- Award-winning advisory services recognised by the Guardian.
- Partnership with Amnesty International UK demonstrates our commitment.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent advice
Professional attitude
Highly recommend
Long-term partnership
Transparent fees
Services
Investment
We provide tailored investment advice aligned with ethical and environmental values. Our services include portfolio reviews, risk assessment, and tax-efficient strategies. Clients benefit from access to a wide range of ethical funds and ongoing management to ensure long-term financial goals are met.
Pensions
Our pension services cover retirement savings, scheme reviews, and income planning. We help clients consolidate pensions, assess risk tolerance, and select tax-efficient options. Expert guidance ensures clients are prepared for retirement while aligning investments with their ethical preferences.
Estate Planning
We offer comprehensive estate planning, including wills and inheritance tax mitigation. Services involve trust setup, life assurance, and charitable gifting strategies. Our goal is to protect assets and ensure smooth wealth transfer while minimising tax liabilities.
Protection
Our protection services include life, critical illness, and income protection insurance. We tailor policies to safeguard clients' financial stability against unforeseen events. Coverage options ensure families and businesses remain secure during emergencies.
Planning for the Future
We use cash flow modelling to forecast financial scenarios and guide long-term decisions. This includes retirement age planning, investment growth analysis, and contingency strategies. Clients gain clarity on achieving financial goals and managing unexpected changes.
Questions
What is ethical investment?
Ethical investment aligns your portfolio with personal values by avoiding harmful industries and supporting sustainable practices.
Do you offer pension reviews?
Yes, we review existing pensions to ensure they meet retirement goals and ethical preferences.
How do you differ from other financial advisers?
We specialise exclusively in ethical investments and maintain transparent, values-driven advisory practices.
What protection services do you provide?
We offer life, critical illness, and income protection insurance tailored to individual needs.
Can you help with inheritance tax planning?
Yes, we provide strategies including trusts, gifting, and charitable donations to reduce tax liabilities.
