Contact PersonThomas Fear
DescriptionOur aim is to provide our clients bespoke and professional independent financial advice. We are committed to deliver balanced advice with responsible investing, without sacrificing the best financial returns.Approach
We feel there’s never been a better time to invest ethically, with so many funds and solutions being launched over the last decade to cater for ever increasing client demand. There is little evidence that show sustainable investing provides inferior returns to traditional investing; clients can benefit from potentially superior returns whilst feeling their money is aligned to their personal values.
With so much complexity and choice with labelling of these solutions, ranging from Ethical, Green, Socially Responsible Investing (SRI), Sustainable Portfolios, ESG, and Positive Impact, it is essential clients receive clear and concise advice to help them through this maze.
As independent financial advisers, we seek to demystify this by explaining the different options, risks, charges and performance of these investments, to ensure our clients are comfortable with how their money is invested, whilst gaining good long-term growth or income – whatever their personal goals. As local and independent financial advisers, we are positioned to be personally invested in tailoring to each individual offering a personal service and solution over the longer term.