Financial Advisers & Intermediaries

Abbott & Booth Ethical Financial Planning

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.

Anne Wray Independent Financial Adviser

“Anne Wray IFA” is a firm of professionally qualified Independent Financial Advisers. We are a family firm specialising in giving advice to the clergy and the Christian community, whilst also welcoming the opportunity to work with all other clients. For over twenty five years we have given advice to clients on a wide range of financial matters from pensions and investments to mortgages and life assurance. Our approach comprises listening carefully to each client’s needs, considering their desired lifestyle, then offering jargon-free solutions appropriate to their personal circumstances. In addition to the qualifications required to be an Independent Financial Adviser, Anne has undergone additional training, and has been awarded the Edexcel Level 2 and 3 BTEC Certificate in Life Coaching Skills and Practice. She has also studied the techniques of George Kinder, founder of the Kinder institute of Life Planning. We believe in telling clients the real truth about money and offer a 100% commitment to helping each one achieve their goals, ambitions and desired lifestyle. We love what we do and we love to help others feel that way too.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Style - Exclusions
• Style - Sustainability
• Savings accounts (such as ISAs)
• Wealth Management
• Investment

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

Ashlea Financial Planning

Aspects Financial Ltd

Clear, independent, advice for individuals wanting to review and improve their short term needs and their long term plan.

• Investment
• Insurance
• Wealth planning
• Pensions

Badhan, Sanjay

Begley Brown Financial Solutions Ltd

Begley Brown are a friendly, highly qualified team who service a select number of clients. Our starting point is to understand your unique life story so far, your goals, values, hopes and dreams as well as the stuff that keeps you awake at night. With a good understanding of you and what you want to do with the rest of your life we can help you build a truly meaningful life plan. This will of course incorporate all the usual expertise you would expect from a Chartered Financial Planning Firm on specific products, tax, investing etc. but the key difference is it’s entirely bespoke to you and will evolve over time. By doing this we can help you make the most of your wealth throughout your life, living life to the full and without worrying unnecessarily about money

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.

BlueSphere

We are financial advisers that are passionate about helping people and planet. We do this by matching our clients values to their investments. Whilst building a strong financial foundation for our clients, we can build a better future for our planet at the same time. Investing has never felt so good.

Bromige Financial

Brookdale IFP Ltd

Castlefield

We are a family of investment and advisory businesses at the forefront of growing the market for responsible and sustainable investing. Adopting a unique approach to looking after money, reflecting the individual objectives of all kind of clients, we work closely with them to define what they believe 'ethical' or 'responsible investment means, before interpreting the results in practical ways, never ignoring the need for real-world financial outcome. We are committed to achieving sustainable growth through independence and innovation, respect, responsibility and personal service. As an employee-owned business, everything we do reflects not only the values we share as co-owners of our own business, but the principles that are important to our clients too - an approach we call 'thoughtful investing'.

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

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

Churchill Wealth Management

We provide holistic financial advice and investment management services. We aim to promote ethical and socially responsible investing and we help our clients invest according to their criteria within ISAs, Pensions and General Investment Accounts. We are a team of highly qualified, passionate ethical investment professionals. Our team includes PhD’s who have written academic papers in the area of ethical and socially responsible investing. It also includes Chartered Wealth Managers and Chartered Fellows of the Chartered Institute of Securities & Investments.

• Investment
• Insurance
• Wealth planning
• Pensions

Climate & Energy Associates

Cockburn Lucas Independent Financial Consulting Ltd.

Cockburn Lucas was established in 1997 with the aim of providing individuals and businesses across the East Midlands with high-quality, reliable and fully independent financial planning advice. Our Financial Planning service is very much relationship-based, meaning that we are with you every step of the way in helping you to manage your finances through the various stages of your life and ensuring that your financial ‘journey’ is as smooth as possible. With over 150 years of combined experience, our expert and Chartered team of Financial Planners can help you build a robust long-term financial plan to ensure you get the outcome you desire and deserve.

• Investment
• Wealth planning
• Pensions

Conscious Money

Conscious Money is an appointed representative of 2plan wealth management Limited, which is authorised and regulated by the Financial Conduct Authority. Cleona Lira, a Chartered Financial Planner and the founder, has a simple goal- help clients achieve their goals by building great financial plans. With effective investment strategies, money can serve life, based on the life you want and on what is most important to you. These priorities often include values like freedom, financial integrity, simplicity and security. For those that may want it, she also offers resources around shifting limiting beliefs and identities around money. Most of us have irrational beliefs around money and have acquired unhelpful conditioning - the ‘Conscious Money’ work is focused on shifting these to enable greater inner freedom, clarity and choice. 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 her client base tends to be women who enjoy the connection & working with a woman financial adviser.

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

Ethical Investment Co-operative ltd, The

We aim to provide a financial planning service which not only takes the financial objectives into consideration but also the individuals concerns in relation to their environmental, social and ethical criteria. We offer a range of solutions within the investment and pension areas of planning including bespoke as well as risk-based ethical model solutions. Within the remit, the objective planning is designed to ensure we capture what is important to the client and marry up the financial planning in line with the individuals inclusion and exclusion criteria. This is driven through the whole planning process from start to finish.

• Investment
• 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

Ethical Investors

Established in 1989, Ethical Investors specialises in advice on ethical, responsible, ESG and SDG investment advice to individuals, charities and responsible businesses. We are leaders in innovation and product development in the ethical space and donate a significant proportion of our annual profits to our own charitable foundation.

• Investment
• Insurance
• Wealth planning
• Pensions

Fiduciary Partners

Fiduciary Partners LLP is an independent financial planning organisation.

Fundamentum Social Housing REIT plc

Fundamentum Social Housing REIT was established in 2019 specialising in the UK Supported Housing sector. The FSH REIT team has a proven track record in delivering professional services within the UK Social Housing market, with a combined +40 years’ experience in the sector. Through its partnership with not-for-profit accommodation providers, properties are secured with long-term leases (20-years), on an index-linked basis and with all ongoing maintenance taken care of by partnering Housing Providers. The housing we provide is for tenants within specific interest groups with identified needs, such as learning disabilities, autism or mental health struggles. We strive to continuously supply high-standard, specialist properties which meet the requirements of Local Authority’s needs. We are fully focused on providing socially responsible investment opportunities to our investor base.

Gow, William

Green Financial

It's important to have the right money, in the right place, at the right time. We start with your personal lifetime planning – ‘THE WHY?’ Why are you undertaking this work with us? What is your purpose? Next the financial report and the plan – ‘THE WHAT?’ What needs to happen with what you already have in place and does anything else need to be done to ensure you reach your goals? Finally, the financial advice – ‘THE WHERE?’ Where should your money be invested and what needs to happen over time with it AND your financial plan to ensure you end up where you want to be? Whether savings, investments, retirement or estate planning, Green Financial have the expertise to help you ‘SIMPLIFY YOUR FINANCES’

• Investment
• Wealth planning
• Pensions

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.

HG Financial Planning

Almost everything we do or aim to achieve in our lives requires the right money or resources at the right time. Information and commentary on personal finances has never been more plentiful and easily available, as provided by the internet and bounced around via social media networks. Yet how many of us have secured from these, or other more traditional sources, the vital ingredients for effective planning and accumulating the resources that make our real lives manageable and hopes reachable? We believe the vital ingredients to successful planning are – ­Trust, Confidence and Continuity­. These crucial elements are built on proven service and results, honest communication and consistent­ personal attention. We have built our business living by these 3 vital components. Our role is to treat every client as though they were a member of our own family. We offer a wide range of financial services which cover every eventuality – helping you safeguard for a better future for you, your family & your business.

• Investment
• Insurance
• Pensions

Hanover Square Capital (UK) Ltd

Hanover Square Capital (UK) Ltd. (“HSC”) is a financial and development finance and an asset management advisory firm authorised and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom. HSC comprises a small team of professionals dedicated to providing bespoke level of services to their clients and maintaining the highest standards and best practices to achieve client objectives. We work closely with the client to develop a strategy to efficiently implement the mandate that incorporates ESG aspects in execution. We are a team of seasoned professionals with experience in debt and equity capital markets, in structured credit transactions, in infrastructure project development and funding, in private equity investments in energy, and in broad spectrum of industries and sectors.

Harding Financial Ltd

Harding Financial are a firm of independent financial planners based in Guildford. As a company we are passionate about providing clients with high quality, clear, understandable and trustworthy financial advice. We love to really understand our clients' goals, dreams and wishes for their future, so we can help build a visual financial plan to support this. We provide advice on a wide variety of areas, which include; pensions, investments, protection, inheritance tax planning, mortgages and long term care. Our mission is to make a difference! Whether that be helping to improve our clients' lives through financial planning or having a positive impact on our planet. We feel that everyone has the ability to make a positive difference to one another and the world we live in and this is reflected in the fund selection process our in-house investment committee follow.

• Investment
• Insurance
• Wealth planning
• Pensions

Harpsden Wealth Management

Established in 2008, Harpsden Wealth Management is a privately-owned, multi award-winning company dedicated to helping private clients and trustees to build, manage and protect their wealth throughout the generations. We believe that the disciplines of financial planning and portfolio management are both interlinked and equally important to helping our clients meet their long-term goals. Our aim is to provide our clients with an industry-leading proposition, combining the personalised and proactive service of a traditional investment boutique with institutional fund management capability and progressive financial planning. We seek to build long-term, mutually beneficial working relationships with our clients and are committed to delivering an outstanding service that is both competitive and transparent.

• Investment
• Wealth planning
• Pensions

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

Hindsight Consultancy

Hindsight Consultancy was founded in 2016 to advise clients on climate change, natural capital and ESG .

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

Holder & Combes

Holder & Combes are a boutique financial consultancy for SMEs and private clients. Our aim is to provide clients with the best independent financial advice, free of jargon, face to face. Our services include: advice on investment and wealth management; retirement planning and pensions advice and consolidation; insurance (personal, family, business); independent mortgage advice; trust and estate planning and wills; tax planning; and currency exchange. The partners, Ed and Nick, hold both Chartered and Certified Financial Planner status between them.

• Investment
• Insurance
• Wealth planning
• Pensions

Impact Advisers Capital LLC

Impact Advisers Capital LLC is an independently owned capital placement and advisory firm dedicated to introducing intentional, measurable and profitable impact investing opportunities to institutional investors. We work exclusively with institutional investors such as pension plans, insurance companies, foundations, endowments, and charities. Our mission is to encourage decision-makers overseeing institutional investment portfolios to move beyond ESG to allocate a meaningful percentage of their capital into risk-adjusted, market rate return impact investments.

• Style - Impact
• Impact measurement
• Investment consultancy
• Pension fund

Informed Financial Advice Ltd

Informed Financial Advice Ltd are based in St Leonards On Sea, East Sussex and offer an independent financial advice service on Pensions, Investments, Mortgages and Protection needs for individuals, companies, charities and trusts. We specialise in ethical/ESG/sustainable investing and were established in 2006. We offer a secure client portal for all clients, enabling fund information to be viewed in an instant, access to secure messaging and a secure document vault. Client meetings can be provided by phone, video or face to face. We offer a free no obligation initial meeting.

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

Invest-ethical

invest-ethical are financial advisers with a deep commitment to green/ethical, sustainable & responsible financial solutions.

• Investment
• Insurance
• Wealth planning
• Pensions

Investing Ethically

Investing Ethically are a firm of Chartered financial advisers who care deeply about ethical investment. Our clients come from a variety of backgrounds, each with a diverse range of beliefs and ethics. Our skilled team is able to empathise with these values and share their knowledge in order to educate clients on how best to invest in the things they support, as well as avoid those they don't. By guiding individuals through the ethical choices available, our advisers help them to make the right decisions and develop relationships that last a lifetime. We understand and empathise with clients' goals and ambitions and present ethically driven opportunities that are financially suitable.

• Investment
• Insurance
• Wealth planning
• Pensions

Jan Oliff Financial Planning

Jill Turner Associates

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.

Keystone Impact Investments Limited

Responsible Investments for a Sustainable Tomorrow. Keystone Impact (Ki) is a new Sustainable Investment Group created with a resolution to reshape capital to focus upon social and environmental impact.We believe that financial services are fundamental in tackling the global social and environmental crisis we face today. Our mission is to demonstrate how capital can be used to address the most critical environmental and social problems, generating positive outcomes for people and the planet without compromising the economic return. •To channel responsible capital in a sustainable way •By Inspiring investors to use their capital for the good •To help grow business that are changing the world for the better We aim to infuse sustainability into our culture so it resonates through every process that we create for our customers, clients, employees, and investors. These sustainable priorities are an integral part of our operation, creating value, forcing change, and maximising impact.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Infrastructure
• Style - Sustainability
• Investment banking
• Wealth Management
• Investment
• Wealth planning
• Pensions

Keyte Ltd

We are award winning Chartered Financial Planners advising clients on their pensions and investments and how to align their arrangements with their views on social, ethical and environmental (SEE) issues.

• Investment
• Insurance
• Wealth planning
• Pensions

Kingswood Consultants Ltd

For 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).

• Investment
• Insurance
• Wealth planning
• Pensions

Life Financial Planning

Life Financial Planning

As Independent and Chartered Financial Planners we help make a difference to our clients and their families by helping them to live their best possible life. We advise businesses and individuals throughout the UK – offering independent, sound and practical advice to those who need it. We understand seeking help is a big step. By listening to our clients and learning how their families’ lives work and truly understanding what they are looking to achieve, we can help them remove the fear of their financial future by implementing the best strategies and help them move forward in a positive way. Through our work we help remove the hassle and burden of their financial situation and help them to save money – and more importantly precious time – so they can spend it doing the things they enjoy.

Lombard Private Clients

Columba offers a high value financial advice proposition to Private Clients, supported by a collection of highly experienced and talented financial professionals with the tools, advice and experience to put you in control of your financial independence.

• Style - ESG integration
• Wealth Management
• Sustainability indexes & benchmarks
• Investment
• 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

MainStreet Partners

MainStreet Partners (MSP) was established in 2008 with the aspiration of providing investors with transparent and easy access to companies and funds that achieve consistent financial returns while improving people’s lives and protecting our planet. We are the trusted ESG partner of top tier investors for a simple reason: we provide a one stop shop for their Sustainability requirements at portfolio level. Our clients are some of the most sophisticated and leading Wealth Managers, Asset Managers, Investment Banks, Insurances and Institutional Investors in the financial industry. MainStreet Partners is based in London and regulated by the Financial Conduct Authority and consists of two main divisions: •Investment Advisory – which has $1bn under advisory and offers bespoke investment solutions creating ESG multi-asset and multi-manager portfolios with mutual funds, single stocks and bonds using traditional or absolute return benchmarks. We develop products which target United Nations Sustainable Development Goals or thematic investments. •Portfolio Analytics – which provides a holistic approach to ESG analysis through several solutions such as: transparent and detailed Fund Sustainability Ratings ($14bn), assessment of clients’ portfolios to enhance their ESG profile and align them with the “green” regulations.

• Asset Class - Equities
• Asset Class - Fixed Income
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Impact
• Style - Norms-based
• Style - Best-in-class
• Company-level ESG data
• Company-level ratings
• Fund ratings
• Impact measurement
• ESG performance metrics
• Investment consultancy
• Investment

Nvirovest Ltd

We educate and advise clients on Social Impact Investing and how to make their money, make a difference.

• Wealth planning

Path Financial Limited, The

Patterson-Mills Financial Planning Limited

At Patterson-Mills Financial Planning we have created a holistic approach to both ESG and the ever-growing SRI market. We believe that the United Nations 17 Goasl for Sustainable Development are the key to unlocking the best environamental outcomes for Sociaety. This applies not only to the UK, but also globally. It is already clear that this approach is alreayd resulting in better financial outcomes for our Clients.

Pein, Tanya

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

Platinum (SRI) Fin. Svs. Ltd.

To provide investment and financial advice for my clients while taking full account of any ethical and/or socially responsible investment requirements.

• Investment
• Insurance
• Wealth planning
• Pensions

Plenitude

Plenitude is a London-based digital asset manager that helps people align their savings and pension investments with their values. Our principal focus is the threat that we all face through Climate Change and we are concentrating on helping people lower their personal carbon footprint through their investments in a robust, risk-managed way. We provide white label solutions for banks/ building societies or wealth managers who wish to target those individuals (predominantly – but not only) who are concerned about climate change and want to align their investments with their values. Our B2B2C proposition allows retail investors to invest their savings and pensions, in a low-cost, intuitive way, utilising a coherent risk-management focus.

• Investment
• Insurance
• Pensions

Profit With Principle

Profit With Principle is the aim, and the name, of our business. We provide a high 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.

• Investment
• Insurance
• Wealth planning
• Pensions

Quilter plc

Quilter is a leading provider of financial advice, investment solutions and wealth management in the UK and internationally. We give customers and financial advisers choice and flexibility in how they choose to access our solutions and services. We put good customer outcomes at the heart of our business and remain focused on our core purpose to help create prosperity for the generations of today and tomorrow.

• 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 - Engagement and voting
• Wealth Management
• Investment
• Wealth planning
• Pensions

Rose and North Ltd

Rothesay Bennett Ltd

Ruth Whitehead Associates

Established in 1993, we are proud to be financial advisers for our local community in Stoke Newington, part of the most tolerant and cosmopolitan capital city in the world. We believe the only way is ethics and will help clients tailor their investments accordingly. Our mission is to balance our clients’ portfolios to reflect their moral compass, and our aspiration is to have them perform well in a rising market, with a high level of protection if indices fall. We are a small company but big on diversity – a core value regarding both our clients and our staff. Always have been, always will. Ruth was unspeakably proud to be a finalist in Investment Week magazine’s Women in Investment Awards 2019.

Smythe & Walter Chartered Financial Planners

We aim to enable our clients to live the life which they desire, without fear of running out of money, or dying with too much. We help our clients to achieve this whilst considering their own impact on the world in which they live, overlaying our skills in retirement and estate planning, with our knowledge of ethical, sustainable, ESG and impact investing. As an independent firm of Chartered Financial Planners, prospective clients looking to invest pensions and other assets in a sustainable manner can contact us with confidence that we place their best interests at the heart of our business.

• Investment
• Insurance
• Wealth planning
• Pensions

Stanley, Michael

The Financial Planning Group

We help individuals, families and businesses to place their financial affairs in context with their future goals and aspirations. We provide a simple, structured, disciplined and reviewable planning service. We will change the fundamental relationship people have with their money to give them confidence and clarity in their own future. We want our clients to value our service, as much as we do.

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.

The Mellor Practice

We are a group of well-established Independent Financial Advisers who offer a pro-active, professional and friendly service to all our clients. We work with clients to ensure that their finances are appropriately invested in line with their values and concerns. We aim to maximise tax-efficiency and ensure that clients enjoy returns which are in line with expectations and attitude to risk. We have been involved in advising individuals, families and charities on financial strategies in line with their principles for many years and our vision is to become the natural place to go for a knowledgeable, principled adviser. More and more enquirers are concerned about the positive effects their savings and investments can achieve in a whole range of areas and we are pleased to help allay these concerns.

• Savings accounts (such as ISAs)
• Wealth Management
• Investment consultancy
• Investment
• Insurance
• Wealth planning
• Pensions

Thomas Fear Financial Planning

Our 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.

• Investment
• Insurance
• Wealth planning
• Pensions

Tim Day t/a 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.

Walton, Graham

Personal financial planning for individuals, families and small businesses.

• Investment
• Wealth planning
• Pensions

Watson French Ltd

Wells Gibson Limited

Wells Gibson is a CISI Accredited Financial Planning Firm™ and boutique, family owned business, founded in 2016 by Jonathan Gibson, Managing Director. Our vision is to see lives changed, one client, one family at a time and our mission is to bring clarity, contentment and certainty to your financial life.

Wessex Investment Management Ltd

Wiltshire Wealth

We sincerely believe that good financial planning can change your life - we're committed to helping people make better financial decisions in order to live freer, happier, more fulfilling lives.

Wood, Robin

• Mortgages
• Wealth Management
• Investment
• Insurance
• Wealth planning
• Pensions