Description
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. Approach
We invite clients to complete a Client Questionnaire which includes a page on ethical investments that allows you to specify the SEE issues that you are concerned about and how you would like that reflected in your portfolio (i.e. exclusion - negative criteria; inclusion - positive criteria; shareholder engagement).
We also offer an off the shelf ethical portfolio for those who want a simpler approach.