Sevenaar

6 Owers Road
Witham
Essex
CM8 1FR
sevenaar.co.uk/
Description

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.

Approach

Investors are increasingly inclined towards ethical industries and have shown keen interest on having their investments focused on companies which have demonstrated strong focus on good governance with strong ESG indicators. We use industry recognised approaches to selectively filter out and focus on companies which most suitably benefit their investments and their long-term vision. This selection is not only achieved using negative screening criteria but also looks at how best an investment can benefit using positive criteria for the ultimate benefit of the clients.

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