Good Money Week 2016

Solomons-financial-advisor-wimbledon-blogger

Good Money Week 2016

Sorry, I’m a bit late in the week to give a mention to Good Money Week 2016. If you are a client or have been following my blog over the years, you will know that I have been an advocate of what used to go by a different name, but is essentially the same National Ethical Investment Week.

Let’s start by stating the obvious, not all businesses are terribly “nice” some are run by people that can only be described as “psychopaths” (see book by Jon Ronson) and others are simply all about extracting as much profit without any regard for people or the planet. However, when it comes to defininig “good” and “bad” we all know that life gets somewhat complex.

Ethical investment began life really as a way of not investing in certain industries – typically, gambling, pornography, weapons and alcohol. Since then things have moved on, the world has become more complex and Governance has become arguably the key issue for businesses.

Ethical or Socially Responsible Investing (SRI) offers a range of options to best suit your values. It is not necessarily the case that these will perform worse than “non ethical” investments, which is often a misconception. In any event looking long-term, one can surely make the argument that sustainable businesses, services and products are highly likely to be profitable in the future.

SRI and Ethical Portfolios

Anyhow, quite a number of our clients express the view that they would like ethical criteria applied to their investments. Now it isnt a perfect world with perfect solutions, but certainly much can be done.

We offer ethically screened portfolios for those that want them and for those with assets under £100,000 we offer a low cost service with ethical options too – just have a look at our 100 Club, if you are looking for an ethical ISA or General Investment Account… and no need to even speak to us if you dont wish to. Click here for more.

Of course if you wish to discuss this in more detail, just send me an email or better still, pick up the phone!

Call me on 020 8542 8084

As you probably gather from this blog, I like movies and see a fair few of them. This short fairytale is perhaps one of the strangest I have seen in a while, but its the one that Good Money Week are using… so in the spirit of co-operation, here it is.

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk

Its National Ethical Investment Week

The now annual PR campaign about ethical investing has begun in earnest. You may be aware that at Solomon’s we provide access to ethical investments, which many of our clients prefer. We operate two ethically screened portfolios – our Purity range and our Good Life range. The Purity portfolios only hold ethically screened funds, these are largely UK based funds with a fair amount of global specialist funds. Investment exposure to the US, Japan, Emerging Markets, the Far East and so on are very difficult to obtain within an ethical or SRI (socially responsible) fund. As a result, we offer the Good Life range, which enables better global asset allocation to be implemented, although will include “non ethical” holdings within tracker funds. If you would like to know more about this do get in touch.

I shall be attending an event on Wednesday at the House of Commons where Hugh Bayley MP is holding a UKSIF reception for those involved in helping to promote the ethical investment case. Nick Hurd MP (Minister for Civil Society) is the guest speaker, so if you have any questions that you’d like me to ask let me have them.

I suspect that the NEIW 2011 will get rather drowned out of media coverage this year due to the current protest and squat in London and various other cities around the world.

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