How can we help you?
Ethical investments, or socially responsible investments as they are often termed, cover pensions, bank accounts, savings, investments, mortgages and some insurance products. The big difference is that an ethical financial specialist links your concerns to the power of your money and works to a strong ethical code.
We are authorised and regulated by the Financial Services Authority (FSA) which means that we can offer advice and support on a very wide range of financial matters.
Look down this list and click on the life stage or service that most describes your situation:
- Just starting out?
- Mortgages
- Protecting your family
- Building for the future
- Planning for retirement
- Support for employers and charities
- When you have retired
- After you have gone
- Looking after what you already have
The actual process of preparing and implementing a personalised financial plan is not complicated – click here to see the steps.
Like any equity-backed investment, the value of your investment can fall as well as rise.
You may not recover the full value of your investment.
Your home is at risk if you do not maintain payments on any loan secured against it.
Not all of the above is regulated by The Financial Services Authority