Contact PersonMichael Daniels
DescriptionFor over 30 years, Kingswood Consultants Ltd has been at the forefront of the socially responsible investment movement. Today we blend traditional values, the latest academic research, and cutting edge technology to deliver a Financial Planning service that focuses on enabling our clients to achieve their social, lifestyle and financial goals. We authored the first UK Guide to Ethical Investments in 1988 and are founding member of both UKSIF (the UK Sustainable Investment & Finance Association) and the EIA (Ethical Investment Association).ApproachOur approach to sustainable finance is entirely bespoke. No two clients have the same ethical or social concerns, therefore a pre-packaged or homogenised approach is rarely appropriate. Our first step is to listen and understand your individual concerns, goals and priorities, only then can we begin to consider appropriate solutions. Often this will involve a period of education, so that clients understand the strengths and limitations of following an ethical investment brief. Once our ethical brief is precisely defined we use a six stage financial planning process underpinned with a sound understanding of Modern Portfolio Theory to create a strategy to deliver our client’s goals.