- Banks/Building Societies
- Investment Management Institutions
- Investment Banks
- Occupational Pension Funds
- Investment Consultants
- Independent Financial Advisers
- Research Providers & Professional Advisory Firms
- Other Organisations
Independent Financial Advisers
- Aptitude IFA
- Archtrust Financial Services Ltd
- Ashlea Financial Planning Ltd
- Barchester Green Investment
- Bromige
- C F Bartlett & Co Ltd
- Ethical Futures
- The Ethical Investment Co-Operative
- Ethical Investments
- Ethical Investors Group
- Ethikos LLP
- Evans Ash Financial Services LLP
- Fabcats
- Finansec Green
- GAEIA Partnership Ltd
- Heron House Financial Management
- Highcliffe Financial Management Ltd
- Holden and Partners
- Ian White
- Imperial Independent Financial Advisors Ltd
- Interface Financial Planning Ltd
- Investing Ethically
- Kingswood Consultants
- Lifestyle Financial Services Ltd
- Orkney IFA Ltd
- Prest Financial Services Ltd
- Southgate Financial Services Ltd
- Tamar IFA
- Tanya Pein
- Thompson Little
- Towers of Taunton (Financial Services) Ltd
Aptitude IFA
Broadway House, 74-76 Broadway, Leigh on Sea, Essex SS9 1AE
Contact: Roy Rutter
Tel: 01702 473 073
Fax:
Email: roy@financialhealthcheck.net
Web: www.financialhealthcheck.net
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Archtrust Financial Services Ltd
113 St George's Rd, Glasgow Lanarkshire G3 6JA
Contact: John Finlayson
Tel: 0141 331 2377
Fax: 0141 331 2395
Email: jf@archtrust.co.uk
Web: www.archtrustfinancialservicesltd.com
Archtrust provides appropriate advice to meet client needs and wishes in a manner which is fair to us, our clients and the planet.
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Ashlea Financial Planning Ltd
2 Imperial Square, Cheltenham GL50 1QB
Contact: Diane Weitz
Tel: 01242 254 149
Fax: 01242 570 998
Email: diane@ashlea-fp.co.uk
Web: www.ashlea-fp.co.uk
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Barchester Green Investment
Barchester House, 45-49 Catherine Street, Salisbury SP1 2DH
Contact: John Ditchfield
Tel: 01722 331 241
Fax: 01722 414 191
Email: john.ditchfield@barchestergreen.co.uk
Web: www.barchestergreen.co.uk
Founded in 1985, Barchester Green Investment is the oldest of the ethical IFAs. It has a team of advisors based in London, Brighton, Exeter, Bristol, North Somerset, and Salisbury, who travel to clients homes and work places to give advice and personal service. A new office was opened at London Bridge in December 2004.
Barchester created the “Best of Green” fund in 1991 to make the best ethical unit trusts accessible through life and pension policies. In November 1993, it launched what was then the only offshore ethical fund for expatriates and development workers in the third world.
Barchester’s mission is “To help people make confident and informed decisions in their financial lives, taking into consideration their social, ethical and ecological views. Always remembering that it is the values of the client rather than the consultant which determines the recommendation”.
Presently, some 89 per cent of business is carried out on a green / ethical basis, the remainder being mainly non-investment and annuity business.
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Bromige
22 Hartfield Road, Forest Row, East Sussex, RH18 5DY
Contact: Christian Thal-Janzen
Tel: 01342 826 703
Fax: 01342 826 704
Email: invest@bromige.co.uk
Web: www.bromige.co.uk
Bromige is one of the pioneers of ethical investment having implemented the earliest ethical pension scheme in 1979 and the second ethical collective investment fund in 1986. We were founder members of both the UKSIF and the EIA.
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C F Bartlett & Co Ltd
Fourways House, 121 Nelson Road, Whitton, Middlesex TW2 7AZ
Contact: Charles Bartlett, Managing Director
Tel: 020 8894 1966
Fax: 020 8894 0922
Email: cfb@cfbartlett.co.uk
Web:
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Ethical Investments
272 Ringinglow Road, Sheffield S11 7PX
Contact: David Vincent
Tel: 0114 229 5959
Fax: 0114 268 2248
Email: dav@ethicalinvestments.co.uk
Web: www.ethicalinvestments.co.uk
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Ethical Futures
9 Mansfield Place, EH3 6NB
Contact: Julian Parrott
Email: julian@ethicalfutures.co.uk
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The Ethical Investment Co-operative
12 St Nicholas Drive, Richmond, North Yorkshire DL10 7DY
Contact: Ian Harland
Tel: 0845 458 3127
Email: ian@ethicalmoney.org
Web: www.ethicalmoney.org
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Ethical Investors Group
Montpellier House, 47 Rodney Road, Cheltenham, Gloucestershire GL50 1HX
Contact: Lee Coates, Director
Tel: 01242 539 848
Fax: 01242 539 851
Email: lee@ethicalinvestors.co.uk
Web: www.ethicalinvestors.com
Ethical Investors Group are amongst the largest specialist IFAs in socially responsible investment. As qualified professionals, EIG combine the highest quality financial advice with a commitment to SRI second to none. EIG act as consultants to a number of ethical funds and charities. Uniquely, EIG also pledge to distribute at least 50 per cent of trading profit to charities and socially responsible groups. Up to 2005, EIG has distributed £440,000 to charities and campaign groups. Since 1996, EIG has operated its own charitable trust funding development, environment and animal welfare projects globally. EIG is the trading name of Ethical Investors (UK) Ltd, and is regulated by the FSA.
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Ethikos LLP
48 Longworth Avenue, Tilehurst, Reading RG31 5JY
Contact: Peter J Chesworth, Financial Planner and Partner
Tel: 0118 9422 455
Fax: 0118 919 7760
Email: peter@ethikos.co.uk
After 22 years in banking Peter Chesworth became an IFA in 1995 in order to specialise in holistic financial planning using ethical, green and socially responsible investments.
The majority of the client base is in London and the South East with a smaller number scattered throughout the UK. Ethikos LLP offers a predominantly fee based financial planning and advisory service to private clients and trustees.
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Evans Ash Financial Services LLP
Sarum, Market Street, Penkridge ST19 5DH
Contact: Martyn Evans
Tel: 01785 715 567
Fax: 01785 715 780
Email: mail@evansash.co.uk
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Fabcats
Elborough House, 111 - 115 Ermin Street, Swindon SN3 4NH
Contact: Paul Fell, Director
Tel: 01793 821 111
Fax: 01793 834 367
Email: paulfell@fabcats-ifa.co.uk
Web: www.fabcats-ifa.co.uk
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Finansec Green
223-225 High Street, Epping, CM16 4BL
Contact: Martyn Woodland
Tel: 01992 570840
Fax: 01992 579966
Email: info@finansec-green.co.uk
We are fully independent and committed to helping you achieve your financial objectives within the framework of your personally held green and ethical values and beliefs.
To us you are unique and we look forward to offering you professional and friendly advice on any and all areas of financial planning from the whole market.
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GÆIA Partnership Ltd
1 The Arcade, 829 Wimslow Road, Manchester, M20 5WD
Contact: Brigid Benson, Adviser and Founder
Tel: 0161 434 4681
Fax: 0161 445 8421
Email: brigid@gaeia.co.uk
Web: www.gaeia.co.uk
GÆIA was founded in 1993 to promote the concept of ethical investment & to be part of the growing movement to make money move in a more ethical direction.
We promote ethical investment by speaking at conferences both in the
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Heron House Financial Management
Heron House, 1 Bryngwyn Road, Newport, South Wales, NP20 4JS
Contact: Wayne Evans, Financial Planner
Tel: 01633 258200
Fax: 01633 211941
Email: wayne@hhfm.co.uk
Web: www.hhfm.co.uk
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Highcliffe Financial Management Ltd
Ivy House, 65 High Street, Lymington Hampshire SO41 9AL
Contact: Georgina Bennett
Tel: 01590 671234
Fax: 01590 671671
Email: georgina@highcliffegroup.co.uk
Web: www.highcliffegroup.co.uk
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Holden and Partners
4th Floor, The Piano Works, 117 Farringdon Road, London EC1R 3BX
Contact: Steven Pyne, Director
Tel: 020 7812 1460
Fax: 020 7812 1450
Email: spyne@holden-partners.co.uk
Web: www.holden-partners.co.uk
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Imperial Independent Financial Advisors Ltd
Imperial House 94 Oakley Rd, Southampton SO16 4LJ
Contact: Keith Gregory
Tel: 02380 705444
Fax: 02380 705445
Email: keithgregory@iifaltd.com
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Ian White
45 The Green, Quainton, Aylesbury, Bucks HP22 4AR
Contact: Ian White, Principal Consultant
Tel: 01296 655 5822
Fax: 01296 655 5822
Email: ian@wealthmasters.co.uk
Web:
Ian White is Principal Consultant at Wealthmasters Financial Services. He has advised on personal financial planning as an independent adviser for over 35 years, commencing with Friends Provident, and he is fully qualified as Dip.PFS . Ian specialises in investment planning for the higher net worth individual, including, particularly, Inheritance Tax and personal pensions, and he is very much involved in advising on Socially Responsible Investment being responsible for some very large portfolios of ethical investments.
Interface Financial Planning Ltd
122 Hamstead Hall Road, Handsworth Wood, Birmingham B20 1JB
Contact: Alan Moran, Director
Tel: 0121 554 4444
Fax: 0121 554 0202
Email: alan.moran@interface.co.uk
Web: www.interfacefinancialplanning.co.uk
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Investing Ethically
St Marys House, Duke Street, Norwich, Norfolk NR3 1QA
Contact: Alan Kirkham, Director
Tel: 01603 661 121
Fax: 01603 621 123
Email: alan@investing-ethically.co.uk
Web: www.investing-ethically.co.uk
Ethical financial advice. We are a team with ethical expertise who are deeply committed to ethical investment. We offer pensions, investments, mortgage protection, life insurance, savings and more.
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Kingswood Consultants
Kingswood House, 29 North Street, Bicester, Oxon OX26 6NB
Contact: Mike Daniels, Principal
Tel: 01869 252 545
Fax: 01869 240 759
Email: mike@kingswoodconsultants.com
Web: www.kingswoodconsultants.com
Kingswood Consultants are FSA registered IFAs and are backed by over 25 years of experience. They employ consultants dedicated to the advancement of socially responsible investment and have been advising in the field since 1984.
The consultancy organises seminars on ethical investment and is happy to arrange talks for interested groups on request.
Kingswood have a proactive approach to SRI through a programme of information and education. They continually monitor the respective "ethical" investment portfolios and are in regular contact with individual fund-managers acting as an interface between clients and institutions to encourage a continual exchange of information and ideas.
Advice on all aspects of financial planning is offered to individuals, charities and businesses throughout the UK and client visits can be arranged regardless of location.
Kingswood operate on the principle of best advice, and offer a personal, professional and friendly service. In addition, Kingswood offer general advice and services in respect of pension, life assurance, school fees, health and medical insurance and associated financial matters, including tax planning. As such, Kingswood offer a balanced approach to clients' needs with solutions structured having absolute regard to a clients needs, aims and objectives, and their social and monetary values. Fee based services are available on request.
Kingswood Consultants are founding members of UKSIF and members of EIRIS, Mike Daniels is a member of the Ethical Investment Association.
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Lifestyle Financial Services Ltd
Fourteen Wright Street, Kingston upon Hull HU2 8HU
Contact: Mike Robertson, Managing Director
Tel: 01482 217 234
Fax: 01482 219 426
Email: miker@Lifestyle.karoo.co.uk
Web: www.moneywells.co.uk
Lifestyle Financial Services Ltd are a firm of Independent Financial Advisors, based in East Yorkshire, who have been established for over ten years. They offer a range of ethical investment advice on Pensions, Life Assurance and investment products. Regular seminars are organised on Ethical Investments and they are members of EIRIS. The company are specialists on the investment of company pension funds and charity funds.
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Orkney IFA Ltd
P.O Box 6209, King Street, Kirkwall, Orkney KW15 1WQ
Contact: Steve Smith
Tel: 01856 876810
Fax: 01856 873349
Email: info@orkneyifa.com
Web: www.orkneyifa.com
Orkney IFA Ltd are independent financial advisers providing investment advice to EMEC, AQUATERA, XODUS, AURORA, OPUS PLUS and others.
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Prest Financial Services Ltd
315/317 London Road, Hazel Grove, Stockport, SK7 4PS
Contact: Graham Prest
Tel: 016 1456 7890
Email: graham.prest@prestfinancial.co.uk
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Southgate Financial Services Limited
Suite 7, Chichester House, 45 Chichester Road, Southend-on-Sea SS1 2JU
Contact: David Tickett, Managing Director
Tel: 01702 465 444
Fax: 01702 465 333
Email: sfsifa@aol.com
Web: www.ifa.cc
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Tamar IFA
Beechwood, Old Dashwood Hill, High Wycombe WP14 3XD
Contact: Roger Warner, Director
Tel: 01494 485 834
Fax: 01494 485 463
Email: rwarner@tamarita.co.uk
Web: www.tamarita.co.uk
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Tanya Pein
In2 Consulting Ltd, 53 Tabernacle Street, London, EC2A 4AA
Contact: Tanya Pein
Tel: 020 7324 5080
Fax: 020 7336 7786
Email: tanya@in2consulting.co.uk
Web: www.in2consulting.co.uk
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Thompson Little
4 Graingers Lane, Cradley Heath, West Midlands B64 6AH
Contact: Nick Thompson, Partner
Tel: 0845 450 4490
Fax: 0870 912 5920
Email: nick@thompsonlittle.co.uk
Web: www.thompsonlittle.co.uk
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Towers of Taunton (Financial Services) Ltd
The Post House, Church Square, Taunton, Somerset TA1 1SA
Contact: Robin Keyte, Director
Tel: 01823 324432
Fax: 01832 325 759
Email: robin@towersoftaunton.co.uk
Fax: www.towersoftaunton3.co.uk
Robin Keyte has been a director of Towers of Taunton (FS) Ltd since 1997, and joined the company after completing a PhD in chemistry. He is a fee-based financial planner, Chartered Financial Planner, Certified Financial Planner certificant, and a founder member (& current Chair) of the Ethical Investment Association. Robin has campaigned for greater awareness of ethical investment in the industry, and was involved in drafting the syllabus for new financial planning exams, the International Standard for Financial Planning (ISO 22222) and the national standard for generic financial advice.
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