For those of you that have expressed a desire to use our Good Life or Purity portfolios (applicable to all main forms of investments – pensions, ISAs, Unit Trusts etc) you may be interested to know that the annual push for ethical investment awareness is being held again this November.

I have been advising on ethical investment since 1992,at that time there were very few ethical or green funds. This has changed significantly over the years, though there are still no retail ethical funds with special geographical representation via the UK for Emerging Markets, Japan, Far East Excluding Japan and North America. However our Good Life and Purity portfolios achieve a proper risk model adjusted solution for clients.

I will update you in due course about the Ethical Investment Week and let you know how/if/when we are specifically involved.

We are a boutique firm of financial planners. We create financial plans designed to achieve a desired lifestyle. We will craft and implement your plan that will provide you with the greatest chance of accomplishing your unique goals based upon the values that you hold. Financial products are little more than the tools to achieve your required results
Call us today or visit our website for more information and to arrange a meeting