Client Agreement & Example Costs (File Size 44 KB) FAQs
We are a group of independent ethical advisors with a deep commitment to ethical financial planning - in fact we think we are one of only a few IFA businesses 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 a 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 their security, to older people facing retirement and needing to plan and retired people thinking about their legacy.
People just like you.
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.
We are members of Quakers and Business and The Ethical Investment Association
