Abbott & Booth Ethical Financial Planning

Description

Nick and I are committed to promoting a sustainable future for the planet and its inhabitants. It is a part of our lives. In our roles as financial advisers it is our mission to promote ethical investments and make them available for all people who care about protecting our environment and our children's future, those people who already know that it is possible to invest ethically with principles, and those who did not realise that investing ethically was an option. We offer a fully personlised service for each client and select the most suitable investment product for their needs. We specialise in ethical investment into ISA portfolios, all pension products and investment bonds. We provide advice on IHT planning using ethical options where available. We also advise clients on suitable protection plans and offer a mortgage service.

Approach

We have both been advising on ethical investments for over 15 years now. Abbott & Booth was set up in 2010, as we as felt that we could not work for any IFA firm who did not have ethical principles that matched ours at the core of their business. It was a tough call at the beginning, but we carried on relentlessly and now after 9 years, we have built a successful and sustainable ethical business, organically.

We have lovely clients and many of our new clients come from referrals from existing clients, as we do what it says on the tin. Our charges are clear and competitive. In terms of ESG - we are delighted that companies are now required to incorporate Environmental and Social Governance into their business models - it is like a breath of fresh air finally. It has taken a long time to get to this point and hopefully, along with ethical investment options the world is going to be a better place.