Financial Advisers & Intermediaries

AS Consultant

Des

AS Enterprise

Description

Abbott & Booth Ethical Financial Planning

Nick and I are committed to promoting a sustainable future for the planet and its inhabitants. It is a part of our lives. In our roles as financial advisers it is our mission to promote ethical investments and make them available for all people who care about protecting our environment and our children's future, those people who already know that it is possible to invest ethically with principles, and those who did not realise that investing ethically was an option. We offer a fully personlised service for each client and select the most suitable investment product for their needs. We specialise in ethical investment into ISA portfolios, all pension products and investment bonds. We provide advice on IHT planning using ethical options where available. We also advise clients on suitable protection plans and offer a mortgage service.

Anne Wray Independent Financial Adviser

“Anne Wray IFA” is a firm of professionally qualified Independent Financial Advisers. We are a family firm specialising in giving advice to the clergy and the Christian community, whilst also welcoming the opportunity to work with all other clients. For over twenty five years we have given advice to clients on a wide range of financial matters from pensions and investments to mortgages and life assurance. Our approach comprises listening carefully to each client’s needs, considering their desired lifestyle, then offering jargon-free solutions appropriate to their personal circumstances. In addition to the qualifications required to be an Independent Financial Adviser, Anne has undergone additional training, and has been awarded the Edexcel Level 2 and 3 BTEC Certificate in Life Coaching Skills and Practice. She has also studied the techniques of George Kinder, founder of the Kinder institute of Life Planning. We believe in telling clients the real truth about money and offer a 100% commitment to helping each one achieve their goals, ambitions and desired lifestyle. We love what we do and we love to help others feel that way too.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Style - Exclusions
• Style - Sustainability
• Savings accounts (such as ISAs)
• Wealth Management
• Investment

Arcturus Wealth Management

Arcturus’ mission is simple - to help our clients reach their long term financial and personal goals, and to provide them with financial ‘peace of mind’. A focus on sustainable, results-driven investing, combined with tax-efficient financial planning, are the hallmarks of our service.

Ardent Financial Planning

At Ardent, we are passionate about helping you make the most of your finances. Which is why we take the time to get to know you, your lifestyle and aspirations, goals and objectives, before offering personalised financial planning and advice, tailored for you. Our intricate financial forecasting software allows us to model your financial future, looking at how things could work out based on income, expenditures, investments and lifestyle. This software underpins everything that we do at Ardent and provide you with a clear and informed picture of your financial future.

• Investment
• Insurance
• Wealth planning
• Pensions

Begley Brown Financial Solutions Ltd

Begley Brown are a friendly, highly qualified team who service a select number of clients. Our starting point is to understand your unique life story so far, your goals, values, hopes and dreams as well as the stuff that keeps you awake at night. With a good understanding of you and what you want to do with the rest of your life we can help you build a truly meaningful life plan. This will of course incorporate all the usual expertise you would expect from a Chartered Financial Planning Firm on specific products, tax, investing etc. but the key difference is it’s entirely bespoke to you and will evolve over time. By doing this we can help you make the most of your wealth throughout your life, living life to the full and without worrying unnecessarily about money

Better World Financial Planning Limited

We are an IFA Firm committed to providing Independent financial planning advice for retail clients. We concentrate solely on Investment and Pension advice and do not offer Protection or mortgage related advice. The ethos of the investment proposal is built around sustainable, positive impact, environmental and responsible investing. In essence we aim to provide high quality sustainable, responsible and environmental investment advice to retail clients in order to make them wealthier and the World healthier.

Big Picture Financial Planning Ltd

BlueSphere

We are financial advisers that are passionate about helping people and planet. We do this by matching our clients values to their investments. Whilst building a strong financial foundation for our clients, we can build a better future for our planet at the same time. Investing has never felt so good.

Bromige Financial

Bromige Financial has been providing financial advice since the 1980s. Since then, we have developed a reputation as being experts in the field of ethical investment and we are proud that all of our clients are given the option to invest in line with their ethical concerns, if they wish. Over the last five years, we have developed our service to become focussed on true financial planning. The realisation that money only really means anything when it is used to improve your life, and the lives of the ones you love, has helped us create a process that allows you to focus purely on this – while letting us put together, and look after, the necessary financial solutions.

Brookdale IFP Ltd

Castlefield

We are a family of investment and advisory businesses at the forefront of growing the market for responsible and sustainable investing. Adopting a unique approach to looking after money, reflecting the individual objectives of all kind of clients, we work closely with them to define what they believe 'ethical' or 'responsible investment means, before interpreting the results in practical ways, never ignoring the need for real-world financial outcome. We are committed to achieving sustainable growth through independence and innovation, respect, responsibility and personal service. As an employee-owned business, everything we do reflects not only the values we share as co-owners of our own business, but the principles that are important to our clients too - an approach we call 'thoughtful investing'.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Investment
• Insurance
• Wealth planning
• Pensions

Cazenove Capital

Cazenove Capital is a wealth management business of Schroders. We offer a complete wealth management service, providing portfolio management, financial advice and banking services to high net worth individuals and charities in the UK and Channel Islands. We draw on the investment resources of the Schroders group, while tailoring our service to meet our clients’ unique requirements and objectives. We provide an efficient custody and administration platform and provide clear, comprehensive reporting. As of 31 December, the wealth management businesses of Schroders had assets under management of £72bn. Our headquarters are in London and we have regional offices across the UK. Our international offices are in the Channel Islands, Switzerland, Hong Kong and Singapore.

Chase de Vere Independent Financial Advisers

Chase de Vere has been a trusted source of independent financial advice since 1969, making us one of the longest established, most experienced advisers in the UK. Some of our clients have been with us for decades. That is because, as well as offering high-calibre, unconstrained advice, we continually strive to make sure our clients are satisfied. Our financial advice spans a wide range of services including pensions, estate planning, care funding and wealth management as well as business protection, employee benefits and workplace financial education. We consider ourselves as allies – experts sitting on our clients’ side of the table, acting in their best interests.

• Investment
• Wealth planning
• Pensions

Churchill Ethical Investment

We provide ethical and socially responsible investment management services, along with comprehensive, holistic financial advice. We are a team of highly qualified, ethical investment professionals passionate about helping our clients invest according to their personal ethical criteria, often using tax efficient investment vehicles such as ISAs, Pensions and General Investment Accounts. Our team includes PhD’s who have written academic papers in the area of ethical and socially responsible investing, along with Chartered Wealth Managers and Chartered Fellows of the Chartered Institute of Securities & Investments.

• Investment
• Insurance
• Wealth planning
• Pensions

Conscious Money

I help guide you to connect your money to your life; assisting you with financial objectives that facilitate your life goals. These priorities often include values like freedom, financial integrity, simplicity and security. For those that may want it, I offer resources around shifting unhelpful stories and identities around money. Most of us have irrational beliefs around money and have acquired unhelpful conditioning - the ‘Conscious Money’ activism work is focused on shifting these to enable greater inner freedom, clarity and choice. Clients include working professionals that want to delegate their investment management, retired and semi-retired individuals who want to enjoy financial freedom living with passive investment income or who want help with pension drawdown. A generous percentage of my clients are women who enjoy the connection & working with a woman financial adviser.

Cotswold Sustainable Finance

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ER Enterprise

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Ethical Futures LLP

We are an independent, Edinburgh based firm, dedicated to providing ethical financial planning and advice to private clients, small employers, trusts and charities. In our world of financial advice, our experience has convinced us that there’s a better way of helping people plan for their futures - by connecting their money to their values. Ethical Futures was established in 2005 with the aim of offering an ethical financial planning service. Our team have extensive experience in ethical financial planning and advice. Our aim is to help you make your money change your world.

• Investment
• Wealth planning
• Pensions

Ethical Investment Co-operative ltd, The

We aim to provide a financial planning service which not only takes the financial objectives into consideration but also the individuals concerns in relation to their environmental, social and ethical criteria. We offer a range of solutions within the investment and pension areas of planning including bespoke as well as risk-based ethical model solutions. Within the remit, the objective planning is designed to ensure we capture what is important to the client and marry up the financial planning in line with the individuals inclusion and exclusion criteria. This is driven through the whole planning process from start to finish.

• Investment
• Wealth planning
• Pensions

Ethical Investments (SW) Ltd

Ethical Investment South West’s mission is to enable clients to invest ethically and sustainably, and contribute to the achievement of the UN Sustainable Development Goals. We offer an ESG focussed centralised investment proposition of products and services, selected for their financial performance and social and environmental benefits. We are directly regulated by The Financial Conduct Authority to give advice on Investments and Pensions. We also offer protection products, including Term Assurance, Critical Illness Cover, Income Protection, Mortgage Protection, Whole of Life, Keyperson Cover and Private Medical Insurance.

• Investment
• Insurance
• Wealth planning
• Pensions

Future Planning

Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas, as we utilise technology to help and work with clients both near and far.

GA Entertainment

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GOODFOLIO

GOODFOLIO is a simple, transparent and customisable ETF investment platform for the sustainable investor. We aim to provide the tools, knowledge, and the data required for conscious individual investors to build and manage their own portfolios. Choosing from screened and categorised lists of funds, with financial and non-financial data such as environmental footprint and UN SDG revenue alignment, GOODFOLIO aims to enable building good portfolios based on values.

Good Green Money Ltd

Socially responsible, environmentally positive, financial advice. Good Green Money is a UK based, independent IFA firm specialising in providing ethical financial advice for the conscientious wealthy. Any investment portfolio that we recommend is not only designed to specifically suit each individual client, but is also invested in such a way as to help society and the planet. We typically help people: •planning for retirement (pension tidy up, growing investments, retirement guidance) •in retirement (income generation, passing on assets, investment management) •with a cash sum to invest (inheritance, pension cash, windfalls, business sale, career leap) •with complex affairs (multiple goals, large families, tax concerns, divorce, mental incapacity) •looking to invest with charitable intent (gifting excesses, managing charity funds, leaving charitable legacies)

Gow, William

Green Financial

It's important to have the right money, in the right place, at the right time. We start with your personal lifetime planning – ‘THE WHY?’ Why are you undertaking this work with us? What is your purpose? Next the financial report and the plan – ‘THE WHAT?’ What needs to happen with what you already have in place and does anything else need to be done to ensure you reach your goals? Finally, the financial advice – ‘THE WHERE?’ Where should your money be invested and what needs to happen over time with it AND your financial plan to ensure you end up where you want to be? Whether savings, investments, retirement or estate planning, Green Financial have the expertise to help you ‘SIMPLIFY YOUR FINANCES’

• Investment
• Wealth planning
• Pensions

Greenspace Sustainable Financial Planning

The Greenspace mission is to help the world recover from the environmental catastrophe that we find ourselves in, to help reduce corporate exploitation of people and to promote ethical and sustainable values. We aim to do this through redirection of funding from companies that have a negative impact on the world into companies that are having a positive impact and helping to achieve the UN Sustainable Development Goals. We will do this by using the most transparent and sustainably orientated fund managers that we can find. We will engage our clients on key issues and have a positive impact our selves by working with charities and businesses that want to create lasting change.

• Style - Sustainability
• Style - ESG integration
• Style - Impact
• Thematic research (e.g. carbon, water, AI, etc)
• Impact measurement
• Investment
• Wealth planning
• Pensions

HG Financial Planning

Almost everything we do or aim to achieve in our lives requires the right money or resources at the right time. Information and commentary on personal finances has never been more plentiful and easily available, as provided by the internet and bounced around via social media networks. Yet how many of us have secured from these, or other more traditional sources, the vital ingredients for effective planning and accumulating the resources that make our real lives manageable and hopes reachable? We believe the vital ingredients to successful planning are – ­Trust, Confidence and Continuity­. These crucial elements are built on proven service and results, honest communication and consistent­ personal attention. We have built our business living by these 3 vital components. Our role is to treat every client as though they were a member of our own family. We offer a wide range of financial services which cover every eventuality – helping you safeguard for a better future for you, your family & your business.

• Investment
• Insurance
• Pensions

Hanover Square Capital (UK) Ltd

Hanover Square Capital (UK) Ltd. (“HSC”) is a financial and development finance and an asset management advisory firm authorised and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom. HSC comprises a small team of professionals dedicated to providing bespoke level of services to their clients and maintaining the highest standards and best practices to achieve client objectives. We work closely with the client to develop a strategy to efficiently implement the mandate that incorporates ESG aspects in execution. We are a team of seasoned professionals with experience in debt and equity capital markets, in structured credit transactions, in infrastructure project development and funding, in private equity investments in energy, and in broad spectrum of industries and sectors.

Harding Financial Ltd

We are a firm of Independent Financial Advisors. We build our own model portfolios and over the last 12 months have been making a conscious effort to increase the exposure to sustainable investments within our client's portfolios.

Harpsden Wealth Management

Established in 2008, Harpsden Wealth Management is a privately-owned, multi award-winning company dedicated to helping private clients and trustees to build, manage and protect their wealth throughout the generations. We believe that the disciplines of financial planning and portfolio management are both interlinked and equally important to helping our clients meet their long-term goals. Our aim is to provide our clients with an industry-leading proposition, combining the personalised and proactive service of a traditional investment boutique with institutional fund management capability and progressive financial planning. We seek to build long-term, mutually beneficial working relationships with our clients and are committed to delivering an outstanding service that is both competitive and transparent.

• Investment
• Wealth planning
• Pensions

Heron House Financial Management Ltd

We are here to help our clients manage and grow their wealth through advice that is personal, professional and clear. We have been doing that for clients across the UK for over 25 years. We offer a range of services to meet our client's financial planning and wealth management needs; Financial & Life Planning, Wealth Management, Retirement Planning, Inheritance and Estate Planning, Ethical, Sustainable and Environmental Investing, Personal Injury and Court of Protection.

• Investment
• Wealth planning
• Pensions

Hindsight Consultancy

Hindsight Consultancy was founded in 2016 to advise clients on climate change, natural capital and ESG .

Holden & Partners

To continue Holden and Partners’ development as a modern 21st century ethical financial planning & investment firm, using technology to appeal to all generations with excellence in both client service & satisfaction at the heart of what we do.

• Investment
• Insurance
• Wealth planning
• Pensions

Holder & Combes

Holder & Combes are a boutique financial consultancy for SMEs and private clients. Our aim is to provide clients with the best independent financial advice, free of jargon, face to face. Our services include: advice on investment and wealth management; retirement planning and pensions advice and consolidation; insurance (personal, family, business); independent mortgage advice; trust and estate planning and wills; tax planning; and currency exchange. The partners, Ed and Nick, hold both Chartered and Certified Financial Planner status between them.

• Investment
• Insurance
• Wealth planning
• Pensions

Interface Financial Planning Limited

Our mission has always been to help ‘ordinary’ clients, putting people before profit and making a difference in our client’s lives before financial return. Alan Moran is strongly principled and highly motivated to do the right thing for his clients, he became a CFP in 1995 and a Fellow of the Institute of Financial Planning, and a Life Member in 1996. He is a Registered Life Planner and he is a trainer for The Kinder Institute of Life Planning. His string of qualifications puts him at the top of his profession. His company is Chartered, an Accredited Financial Planning Firm, and Certified to BS 8577.

• Investment
• Insurance
• Wealth planning
• Pensions

Invest-ethical

invest-ethical are financial advisers with a deep commitment to green/ethical, sustainable & responsible financial solutions.

• Investment
• Insurance
• Wealth planning
• Pensions

Investing Ethically

Investing Ethically is a firm of Chartered financial advisers who care deeply about ethical investment. Our clients come from a variety of backgrounds, each with a diverse range of beliefs and ethics. Our skilled team is able to empathise with these values and share their knowledge in order to support clients to invest in the things they support, as well as avoid those they don't. By guiding individuals through the ethical choices available, our advisers help them to make the right decisions and develop relationships that last a lifetime. We understand and empathise with clients' goals and ambitions and present ethically driven opportunities that are financially suitable. In 2020 we celebrated our 20 year anniversary, and our adviser team has over 80 years collective experience in financial services. We are proud to have Corporate Chartered Status accredited with the CII, which we've held since 2017.

• Investment
• Insurance
• Wealth planning
• Pensions

JEM Financial Planning Ltd

With offices located in Broadway, Draycott, Stourbridge, Chipping Campden, Worcester, Stratford upon Avon, Gloucester and Kenilworth we are perfectly located to offer financial advice to all of Gloucestershire, Worcestershire and Warwickshire. Investing ethically doesn’t mean sacrificing performance anymore – there are plenty of ways to achieve both aims in your portfolio. Our mission is to provide a clear, professional and personal service which is essential in today’s ever-changing and often confusing world of Financial Services and products. We are both fiercely independent and ‘whole of market’ - we have no direct ties to any investment house or product provider. This means that we can make the best possible recommendation to you without any outside influences.

Jan Oliff Financial Planning

For over 30 Years, Jan has provided a first class service to clients from her earlier days in London and later after moving to Bristol and starting her own firm.
She now advises clients in Bristol, Surrey, Oxfordshire, Worcestershire, Gloucestershire, Dorset, Cornwall and Cardiff ~ and many places in between ~ Jan believes that business is client-centred and, for that reason, is careful to maintain a client portfolio that enables her to provide the professional service that each demands and deserves.
See Oliff.info

Johnston Carmichael Wealth

As a firm we are moving towards being completely paperless – email is currently our default communication option, and we are working on improvements to our client portal to allow us to communicate with our clients digitally and securely. Although our offices are based across Scotland, our default format for meetings is virtually via Microsoft Teams to minimise travel across the firm. The firm also offers a Cycle to Work scheme to all employees, giving up to 48% discount on the total cost of a bike. We do various fundraising activities across our offices throughout the year for nominated charities and are looking to expand on this following the creation of a CSR committee.

KGJ Insurance (Stourbridge) Ltd

KGJ Insurance Brokers (Stourbridge) Ltd. is a family business situated in Stourbridge in the West Midlands. We were established by Martin Wood our Managing Director in 1969.  Our company number is 00948748.

Keyte Ltd

We are award winning Chartered Financial Planners advising clients on their pensions and investments and how to align their arrangements with their views on social, ethical and environmental (SEE) issues.

• Investment
• Insurance
• Wealth planning
• Pensions

Kleinwort Hambros

Kleinwort Hambros has experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets. We know how to simplify life’s financial challenges, and offer a wide range of services through an holistic approach based on trust, service and expert knowledge. Driven by shared values of team spirit, commitment, responsibility and innovation, our teams are focused on delivering a truly personal service. All our staff, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity. Kleinwort Hambros enjoys the benefits of being part of Societe Generale with valuable access to the resources and services of one of the world’s leading financial groups.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Balanced
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Impact
• Style - Best-in-class
• Savings accounts (such as ISAs)
• Current accounts
• Mortgages
• Loans
• Investment banking
• Wealth Management
• Company-level ESG data
• Investment
• Wealth planning

Life Financial Planning

As Independent and Chartered Financial Planners we help make a difference to our clients and their families by helping them to live their best possible life. We advise businesses and individuals throughout the UK – offering independent, sound and practical advice to those who need it. We understand seeking help is a big step. By listening to our clients and learning how their families’ lives work and truly understanding what they are looking to achieve, we can help them remove the fear of their financial future by implementing the best strategies and help them move forward in a positive way. Through our work we help remove the hassle and burden of their financial situation and help them to save money – and more importantly precious time – so they can spend it doing the things they enjoy.

Lombard Private Clients

Columba offers a high value financial advice proposition to Private Clients, supported by a collection of highly experienced and talented financial professionals with the tools, advice and experience to put you in control of your financial independence.

• Style - ESG integration
• Wealth Management
• Sustainability indexes & benchmarks
• Investment
• Wealth planning
• Pensions

Magenta Financial Planning

At Magenta we are passionate about ensuring that our clients achieve a state of financial well-being where they feel confident about their money and what it can help them to do in the future, allowing them the freedom to pursue their passions. The aim of our Financial Planning process is to help our clients plan and achieve their financial and lifestyle objectives, in the most tax efficient way, within their desired timescale and with the appropriate amount of acceptable risk.

• Investment
• Insurance
• Wealth planning
• Pensions

MainStreet Partners

MainStreet Partners (MSP) was established in 2008 with the aspiration of providing investors with transparent and easy access to companies and funds that achieve consistent financial returns while improving people’s lives and protecting our planet. We are the trusted ESG partner of top tier investors for a simple reason: we provide a one stop shop for their Sustainability requirements at portfolio level. Our clients are some of the most sophisticated and leading Wealth Managers, Asset Managers, Investment Banks, Insurances and Institutional Investors in the financial industry. MainStreet Partners is based in London and regulated by the Financial Conduct Authority and consists of two main divisions: •Investment Advisory – which has $1bn under advisory and offers bespoke investment solutions creating ESG multi-asset and multi-manager portfolios with mutual funds, single stocks and bonds using traditional or absolute return benchmarks. We develop products which target United Nations Sustainable Development Goals or thematic investments. •Portfolio Analytics – which provides a holistic approach to ESG analysis through several solutions such as: transparent and detailed Fund Sustainability Ratings ($14bn), assessment of clients’ portfolios to enhance their ESG profile and align them with the “green” regulations.

• Asset Class - Equities
• Asset Class - Fixed Income
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Impact
• Style - Norms-based
• Style - Best-in-class
• Company-level ESG data
• Company-level ratings
• Fund ratings
• Impact measurement
• ESG performance metrics
• Investment consultancy
• Investment

Marcus Gunn

ESG research and assessments

Nvirovest Ltd

We educate and advise clients on Social Impact Investing and how to make their money, make a difference.

• Wealth planning

Oakham Wealth Management Ltd

Oakham Wealth Management is an independently owned boutique investment firm, founded in 2004. From offices in Mayfair and Kensington, we manage investment portfolios for private and professional clients. We also offer a Managed Portfolio Service for advisors. Our portfolios are responsible and sustainable, adhering to principles of environmental, social and governance (ESG). Oakham is a certified B Corporation, which means that all stakeholders are treated equally. We regard clients as important as shareholders. In addition to being members of the UKSIF, Oakham is a signatory to the UNPRI, the Net Zero Asset Managers Initiative, and the Finance for Biodiversity Pledge.

Path Financial Limited, The

We are leading ethical financial advisers who grow your wealth while investing for people and planet. We make a difference by doing things differently. Our personal, progressive and purposeful approach ensures your savings will perform for you, the planet and its people.

Patterson-Mills Financial Planning Limited

At Patterson-Mills Financial Planning we have created a holistic approach to both ESG and the ever-growing SRI market. We believe that the United Nations 17 Goals for Sustainable Development are the key to unlocking the best environmental outcomes for Society. This applies not only to the UK, but also globally. It is already clear that this approach is resulting in better financial outcomes for our Clients. Therefore, looking forward it is clear to us that the flows of capital to markets will inherently grow exponentially for the rest of this decade. This means that anyone choosing to avoid this investment sector is doing so at their own peril. SRI investing is good for every planetary stakeholder and so it's good for you!

Pein, Tanya

Tanya was recently named one of the UK’s top 10 sustainable investment advisers, was Vice Chair 2020-2021 of UKSIF. She usually advises individuals and trustees with pensions and investment portfolios of £200,000 upwards. She specialises in pensions, investment and later life issues. She was an expert panellist on the BBC Radio 4 programme Money Box and is regularly quoted in the media. She understands the needs of busy senior executives, having previously run a group of businesses in 11 countries. A Cambridge graduate, she served on the award-winning investment committee of a £100 million charitable endowment, 2002-2013.

• Investment
• Insurance
• Wealth planning
• Pensions

Philip James Financial Services Ltd

Personal financial advice supported by award-winning technology With over 30 years’ experience in financial services, Philip Hanley has run his own financial planning practice, Philip James Financial Services, since 1994. We now advise on over £100m of funds for some 600 clients. Communication is key to our business. We listen and take time to understand your circumstances so our recommendations meet your individual needs. We always give clear, straightforward advice and use the latest, award-winning technology to find the most appropriate solutions for our clients, We know our clients need to know what’s happening to their money, whenever they want. So we provide the most advanced software solutions to allow them to access this, anytime anywhere.

• Investment
• Insurance
• Wealth planning
• Pensions

Profit With Principle

Profit With Principle is the aim, and the name, of our business. We provide a quality financial advice service, across some areas of Investment, Pensions and Personal Protection, and we specialise in the area of Ethical Investment. Ask us for further details about any restrictions which apply to our services. For Personal Protection in the areas of Life Assurance Income Protection and Critical Illness cover we provide an independent service. Greg McCrave, director of the firm, has more than 25 years advice experience and in 2010 was awarded the FT Money Management Ethical Investment Planner of the Year award, and has recently been awarded the CFA Institute Certificate in ESG Investing.

• Investment
• Insurance
• Wealth planning
• Pensions

Prydis Wealth Scotland

Prydis Wealth Scotland are committed to providing personalised guidance to help you make considered investment decisions that deliver on your unique ethical and financial goals. Our experts can advise you on how to invest in ethical investment solutions and avoid companies that contribute to worsening global problems. Prydis Group offers a complete professional services package to businesses and individuals. Due to our expertise in wealth, pensions, accounting, tax and law we can respond more effectively to the needs of each client. Achieving personal and business goals is more difficult and time consuming if you have to talk separately to many different advisers. It is our job to propose the best way forward, assembling the right specialists around one table.

Quilter plc

Quilter is a leading provider of financial advice, investment solutions and wealth management in the UK and internationally. We give customers and financial advisers choice and flexibility in how they choose to access our solutions and services. We put good customer outcomes at the heart of our business and remain focused on our core purpose to help create prosperity for the generations of today and tomorrow.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Commodities
• Asset Class - Infrastructure
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Wealth Management
• Investment
• Wealth planning
• Pensions

Rathbone Greenbank Investments

Rathbone Greenbank Investments specialises in creating bespoke ethical and sustainable portfolios for high net worth private clients, trusts and charities. Our aim is to help clients achieve their aims, generating the financial returns that they need without compromising their values. We do not restrict clients to a ‘one-size-fits-all’ solution, but instead tailor portfolios to meet both their financial aims and their ethical, ESG or sustainability requirements. In doing this, we are committed to bringing about positive change in business practice through sustainable investment and engagement – not just because we feel that this is the responsible approach but because we believe it is also sound financially.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Balanced
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Style - Norms-based
• Style - Best-in-class
• Wealth Management

Renewity Capital Limited

Renewity is a global investment platform dedicated to investing in renewable energy and the decarbonisation of the economy. Faced with a massive structural investment opportunity – over US$50trillion of investment required in the low carbon transition economy by 2050 (McKinsey) - Renewity is set up to deliver compelling risk-adjusted returns for investors, including attractive yield and liquidity, through smart deployment. Utilising our unique ecosystem “hub” positioning to generate high-volume and wide variety of deal flow opportunities, we deliver immediate and visible carbon mitigation, environmental benefit and maximum social impact from accelerating renewable energy investment to help address the funding shortfall. We aim to be a true thought leader, partnering and aligned with clients. e a short summary of your organisation’s mission, aims, products and services (Max 120 words)

Ruth Whitehead Associates

Established in 1993, we are proud to be financial advisers for our local community in Stoke Newington, part of the most tolerant and cosmopolitan capital city in the world. We believe the only way is ethics and will help clients tailor their investments accordingly. Our mission is to balance our clients’ portfolios to reflect their moral compass, and our aspiration is to have them perform well in a rising market, with a high level of protection if indices fall. We are a small company but big on diversity – a core value regarding both our clients and our staff. Always have been, always will. Ruth was unspeakably proud to be a finalist in Investment Week magazine’s Women in Investment Awards 2019.

Sevenaar

Sevenaar is an independent financial adviser and provides investment and wealth management advice using our bespoke portfolio management services. We advise and make recommendations for you after we have assessed your needs. Our recommendation is based on a comprehensive and fair analysis of the market. We manage your investments using industry standard financial methodologies and practices. Our clients get value and benefit from sophisticated investment expertise.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances.

Sevenaar® is a trading name of Sevenaar Limited. Sevenaar Limited is an appointed representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority No. 153566. Sevenaar Limited is registered in England and Wales under reference number 12214066.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Commodities
• Asset Class - Infrastructure
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Impact
• Savings accounts (such as ISAs)
• Wealth Management
• Fund ratings
• ESG performance metrics
• Investment
• Wealth planning

Social Invest

Social Invest is a specialist communications consultancy helping investors and businesses define and amplify their positive social and environmental impact. We focus in particular on Environmental, Social and Governance (ESG), socially responsible investment and purpose-driven finance. We are part of Social, an award-winning, values-driven, integrated communications consultancy that is based across the UK.

Tees Financial Ltd

Tees Financial Ltd are independent financial advisers and have been awarded Chartered Financial Planner status by the CII, recognising our professionalism and commitment to our clients. We provide a bespoke financial planning process for ESG investing, to help our clients invest their money more in line with their core values.

The Financial Planning Group

We help individuals, families and businesses to place their financial affairs in context with their future goals and aspirations. We provide a simple, structured, disciplined and reviewable planning service. We will change the fundamental relationship people have with their money to give them confidence and clarity in their own future. We want our clients to value our service, as much as we do.

The IFA Company

The IFA Company offers accessible, affordable financial advice tailored to your circumstances. We believe that financial planning should be clear and fair and the emphasis should always be on your needs and preferences. We take pride in getting to know you and your circumstances and providing advice tailored to your goals and values.

Thompson Little

Thompson Little aim to provide you with the most relevant information to enable you to make informed decisions about your finances. We have specialised in Ethical and Sustainable investment since 1996 and consider our client service proposition to be second to none.

Tim Day t/a Ethical.Money

Our goal is to help as many ethically focused people as we can access suitable investments for their pensions and savings and achieve their financial goals while making a positive contribution.

WH Ireland

WH Ireland offers Wealth Management, Investment Management, and Capital Markets services. By placing our clients’ needs at the centre of everything we do, we are well placed to provide timely, bespoke and helpful advice. Our Wealth Management services are focused on providing clear, simple, jargon-free advice and a bespoke investment management service. We also offer a MPS, investment management & support for charities, and a specialist IHT service. We have a team of expert financial planners whose aim is to help our clients through today’s complex financial world in areas such as retirement or pension planning, to ensure their financial needs are being met. They take the time to thoroughly understand our clients’ financial ambitions and goals, attitude towards risk and any concerns they may have and from this provide unbiased and objective advice and recommend a financial plan that can evolve with them.

Walton, Graham

Personal financial planning for individuals, families and small businesses.

• Investment
• Wealth planning
• Pensions

Wells Gibson Limited

Wells Gibson is a CISI Accredited Financial Planning Firm™ and boutique, family owned business, founded in 2016 by Jonathan Gibson, Managing Director. Our vision is to see lives changed, one client, one family at a time and our mission is to bring clarity, contentment and certainty to your financial life.

• Style - Impact
• Wealth Management
• Investment
• Wealth planning
• Pensions
• Pension fund
• Faith

Wessex Investment Management Ltd

Wiltshire Wealth

We sincerely believe that good financial planning can change your life - we're committed to helping people make better financial decisions in order to live freer, happier, more fulfilling lives.