Today is the first day of the third “National Ethical Investment Week”. Many of our clients want a bit of ethical investment within their portfolio. According to a study by Eurosif around 11% of a portfolio for High Net Worth individuals consists of some form of ethical investment holding by the end of December 2009. This was an increase of 35% over two years previously. At the same point (December 2009) there was roughly £9.5bn invested through UK ethical investment funds. I will outline 4 common myths about ethical investing this week
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