New Financial Directory

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

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.

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.

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.

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

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 (FCA No. 930006) is an appointed representative of Julian Harris Financial Consultants (FCA No. 153566), which is authorised and regulated by the Financial Conduct Authority. 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

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.

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

Castlefield

We're Castlefield - an award-winning, employee-owned investment management and financial services group, recognised for being at the forefront of ethical investing since 2002.

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

Edison Wealth Management

Edison is an independent, fee-based wealth management firm providing financial planning and discretionary investment management advice. We help individuals, families and trustees grow and create wealth. Our philosophy is simple. Wealth only becomes meaningful when it is directed to help achieve a goal. Our role is to help our clients make their money meaningful by enabling them to give their wealth purpose and direction. Clients say we are straight talking and unpretentious, and our advice is clear and to the point. Edison's culture is one of social responsibility, with a founding principle to make the lives of our clients and our staff better.

Navigator Financial Planning Ltd

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)

Investing Ethically

We are financial planners specialising in ethical finance – and we’re passionate about it! We can help you take your principles into account, so your money can make a positive difference in the world. We provide advice on pensions, investments, and other financial products – but we also offer much broader support on planning, budgeting and meeting long-term goals in life.

Investment
Insurance
Wealth planning
Pensions

Consilium Capital

Specialist corporate finance adviser and placing agent wholly focussed on sustainable and impact finance

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.

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

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

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

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

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)

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

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.

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.

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

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

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.

Conscious Money

I help you make confident financial decisions with simplified wealth management; assisting you with financial objectives that facilitate your life goals. These priorities often include values like freedom, financial integrity and security.

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.

Rise Financial Planning

Rise Financial Planning provides a holistic, service-first approach to our clients. Transparency, integrity and expertise are the cornerstone of helping our clients achieve their goals and providing them with value. We focus on understanding exactly what is important to you when it comes to investing to ensure that your journey towards your goals is tailored to your values.

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

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

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.

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.

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

Greenbank

Greenbank 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

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.

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

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.

Investment
Wealth planning
Pensions

Wessex Investment Management Ltd

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Interface Financial Planning Limited

Better World Financial Planning Limited

JEM Financial Planning Ltd

Future Planning

Chase de Vere Independent Financial Advisers

Sevenaar

Bromige Financial

Heron House Financial Management Ltd

Castlefield

Edison Wealth Management

Navigator Financial Planning Ltd

Renewity Capital Limited

Investing Ethically

Consilium Capital

The IFA Company

Ardent Financial Planning

Ethical Investments (SW) Ltd

Profit With Principle

Magenta Financial Planning

Good Green Money Ltd

Holden & Partners

Prydis Wealth Scotland

Tees Financial Ltd

Jan Oliff Financial Planning

Ethical Futures LLP

Cazenove Capital

Conscious Money

Rise Financial Planning

Greenspace Sustainable Financial Planning

Churchill Ethical Investment

Path Financial Limited, The

Oakham Wealth Management Ltd

Pein, Tanya

Philip James Financial Services Ltd

Greenbank

KGJ Insurance (Stourbridge) Ltd

Kleinwort Hambros

Ethical Money

Wessex Investment Management Ltd

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