Ethical Investing

From plastic bags to reusable coffee cups, clients are becoming more aware of the impact of consumerism on our environment and society and the impact their money has when they make investment choices.

Because we understand how important it can be for our clients to make a conscious decision on their investment choices based on their ethical values and beliefs, we offer a Discretionary Investment Management Service.

A Discretionary Investment Management Service is where you can give us the authority to make decisions about buying and selling financial products on your behalf.

Our approach to your investment strategy is designed to reflect your needs.

The value of investments can fall as well as rise and you may not get back the amount originally invested.

Managing Investments

Income is a priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation in both the short and long term.

Inheritance Tax Mitigation

It's important to make sure you aren't paying more tax than you need to. Taxation can be very complicated and the rules, reliefs and allowances often change. This is where we can advise you.

Pensions and Retirement

I need some good mortgage advice when considering which mortgage is best for me. I would like someone to explain the various interest rate options that are most likely to suit my needs.

Family Protection

I would like to secure my family's financial future and pass on any of my remaining wealth. I need help with protecting my assets whilst still leaving provision for a comfortable retirement.