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Interface Financial Planning Limited
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
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Read moreBetter World Financial Planning Limited
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.Read More
Read moreFuture Planning
Future Planning
Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas, as we utilise technology to help and work with clients both near and far.Read More
Read moreSevenaar
Sevenaar
A distinguished financial planning Practice dedicated to the intelligent stewardship of wealth.
Led by Bhushan Malik, CFA, Chartered FCSI, he brings a rare combination of institutional-grade analytical rigour and personalised client care to the UK market. He specialises exclusively in Retirement and Investment Planning, partnering with discerning individuals, business owners and families who demand a sophisticated, evidence-based approach to their finances.
Whether you are navigating the complexities of planning for a tax-efficient retirement, or seeking to preserve capital, Sevenaar provides the technical expertise and strategic foresight necessary to secure your financial future with confidence.
- 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 - Impact
- Savings accounts (such as ISAs)
- Wealth Management
- Fund ratings
- ESG performance metrics
- Investment
- Wealth planning
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Read moreBromige Financial
Bromige Financial
Bromige Financial has been providing financial advice since the 1980s. Since then, we have developed a reputation as being experts in the field of ethical investment and we are proud that all of our clients are given the option to invest in line with their ethical concerns, if they wish. Over the last five years, we have developed our service to become focussed on true financial planning. The realisation that money only really means anything when it is used to improve your life, and the lives of the ones you love, has helped us create a process that allows you to focus purely on this – while letting us put together, and look after, the necessary financial solutions.Read More
Read moreHeron House Financial Management Ltd
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
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Read moreCastlefield
Castlefield
Are you the type of person who wants to use their money to do good?
We're Castlefield - an award-winning, ethical investment management and financial planning business.
We specialise in helping thoughtful people like you to understand what they would like their financial future to look like, and then build a step-by-step process of how to get there which aligns with your values. What makes us different is that Castlefield specialises in ethical investments. For us, it isn’t just a product or part of a range of services – it’s everything we do.
From planning your retirement to managing your investments, or life insurance and inheritance planning, it’s important to get the expert guidance that’s right for you.
- Asset Class - Equities
- Asset Class - Fixed Income
- Asset Class - Property
- Asset Class - Balanced
- Style - Exclusions
- Style - ESG integration
- Style - Engagement and voting
- Investment
- Insurance
- Wealth planning
- Pensions
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Read moreEdison Wealth Management
Edison Wealth Management
Edison is an independent, fee-based wealth management firm providing financial planning and discretionary investment management advice. We help individuals, families and trustees grow and create wealth. Our philosophy is simple. Wealth only becomes meaningful when it is directed to help achieve a goal. Our role is to help our clients make their money meaningful by enabling them to give their wealth purpose and direction. Clients say we are straight talking and unpretentious, and our advice is clear and to the point. Edison's culture is one of social responsibility, with a founding principle to make the lives of our clients and our staff better.Read More
Read moreRenewity Capital Limited
Renewity Capital Limited
Renewity is a global investment platform dedicated to investing in renewable energy and the decarbonisation of the economy. Faced with a massive structural investment opportunity – over US$50trillion of investment required in the low carbon transition economy by 2050 (McKinsey) - Renewity is set up to deliver compelling risk-adjusted returns for investors, including attractive yield and liquidity, through smart deployment. Utilising our unique ecosystem “hub” positioning to generate high-volume and wide variety of deal flow opportunities, we deliver immediate and visible carbon mitigation, environmental benefit and maximum social impact from accelerating renewable energy investment to help address the funding shortfall. We aim to be a true thought leader, partnering and aligned with clients. e a short summary of your organisation’s mission, aims, products and services (Max 120 words)Read More
Read moreInvesting Ethically
Investing Ethically
We are financial planners specialising in ethical finance – and we’re passionate about it! We can help you take your principles into account, so your money can make a positive difference in the world. We provide advice on pensions, investments, and other financial products – but we also offer much broader support on planning, budgeting and meeting long-term goals in life.
- Investment
- Insurance
- Wealth planning
- Pensions
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Read moreConsilium Capital
Consilium Capital
Specialist corporate finance adviser and placing agent wholly focussed on sustainable and impact financeRead More
Read moreThe IFA Company
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.Read More
Read moreArdent Financial Planning
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
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Read moreEthical Investments (SW) Ltd
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
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Read moreGood Financial Advice ltd
Good Financial Advice ltd
Holistic person-centred Independent Financial Advice focusing on Engagement, Wellbeing, and Sustainability
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Read moreHolden & Partners
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
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Read moreNestbox Financial Planning
Nestbox Financial Planning
Helping people enjoy wellbeing, purpose and peace of mind in retirement, whilst being confident their money is invested in line with their valuesRead More
Read moreTees Financial Ltd
Tees Financial Ltd
Tees Financial Ltd are independent financial advisers and have been awarded Chartered Financial Planner status by the CII, recognising our professionalism and commitment to our clients. We provide a bespoke financial planning process for ESG investing, to help our clients invest their money more in line with their core values.Read More
Read moreJan Oliff Financial Planning
Jan Oliff Financial Planning
For over 30 Years, Jan has provided a first class service to clients from her earlier days in London and later after moving to Bristol and starting her own firm.
She now advises clients in Bristol, Surrey, Oxfordshire, Worcestershire, Gloucestershire, Dorset, Cornwall and Cardiff ~ and many places in between ~ Jan believes that business is client-centred and, for that reason, is careful to maintain a client portfolio that enables her to provide the professional service that each demands and deserves.
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Read moreEthical Futures LLP
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
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Read moreCazenove Capital
Cazenove Capital
Cazenove Capital is a wealth management business of Schroders. We offer a complete wealth management service, providing portfolio management, financial advice and banking services to high net worth individuals and charities in the UK and Channel Islands. We draw on the investment resources of the Schroders group, while tailoring our service to meet our clients’ unique requirements and objectives. We provide an efficient custody and administration platform and provide clear, comprehensive reporting. As of 31 December, the wealth management businesses of Schroders had assets under management of £72bn. Our headquarters are in London and we have regional offices across the UK. Our international offices are in the Channel Islands, Switzerland, Hong Kong and Singapore.Read More
Read moreConscious Money
Conscious Money
I help you make confident financial decisions with simplified wealth management; assisting you with financial objectives that facilitate your life goals. These priorities often include values like freedom, financial integrity and security.
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 my clients are women who enjoy the connection & working with a woman financial adviser.
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Read moreRise Financial Planning
Rise Financial Planning
Rise Financial Planning provides a holistic, service-first approach to our clients. Transparency, integrity and expertise are the cornerstone of helping our clients achieve their goals and providing them with value. We focus on understanding exactly what is important to you when it comes to investing to ensure that your journey towards your goals is tailored to your values.Read More
Read moreGreenspace Sustainable Financial Planning
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.- Style - Sustainability
- Style - ESG integration
- Style - Impact
- Thematic research (e.g. carbon, water, AI, etc)
- Impact measurement
- Investment
- Wealth planning
- Pensions
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Read moreGlobal Child Forum
Global Child Forum
Global Child Forum was founded by the King and Queen of Sweden in 2009. Our aim is to improve the way businesses all over the world impact children. We do this, in collaboration with Boston Consulting Group, publishing the world’s largest benchmark on how the 2000 largest companies in the world impact children. We offer tools, services, networking events etc (free of charge) to help companies improve their scores and impact and sharing the data with investors to enable them to make informed decisions with regards to children's rights and transparency. The data is shared on our website and to date investors managing USD 9.2 trillion in Assets Under Management are using the data. Main data uses are investor screening/information and engagement. Our engagement toolkit for investors is also available online and gives investors a guide to questions relevant to different industries in order to maximize impact.Read More
Read moreChurchill Wealth Management
Churchill Wealth Management
We provide ethical and socially responsible investment management services, along with comprehensive, holistic financial advice. We are a team of highly qualified, ethical investment professionals passionate about helping our clients invest according to their personal ethical criteria, often using tax efficient investment vehicles such as ISAs, Pensions and General Investment Accounts. Our team includes PhD’s who have written academic papers in the area of ethical and socially responsible investing, along with Chartered Wealth Managers and Chartered Fellows of the Chartered Institute of Securities & Investments.
- Investment
- Insurance
- Wealth planning
- Pensions
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Read morePath Financial Limited, The
Path Financial Limited, The
We are leading ethical financial advisers who grow your wealth while investing for people and planet. We make a difference by doing things differently. Our personal, progressive and purposeful approach ensures your savings will perform for you, the planet and its people.Read More
Read moreOakham Wealth Management Ltd
Oakham Wealth Management Ltd
Oakham Wealth Management is an independently owned boutique investment firm, founded in 2004. From offices in Mayfair and Kensington, we manage investment portfolios for private and professional clients. We also offer a Managed Portfolio Service for advisors. Our portfolios are responsible and sustainable, adhering to principles of environmental, social and governance (ESG). Oakham is a certified B Corporation, which means that all stakeholders are treated equally. We regard clients as important as shareholders. In addition to being members of the UKSIF, Oakham is a signatory to the UNPRI, the Net Zero Asset Managers Initiative, and the Finance for Biodiversity Pledge.Read More
Read morePein, Tanya
Pein, Tanya
Tanya was recently named one of the UK’s top 10 sustainable investment advisers, was Vice Chair 2020-2021 of UKSIF. She usually advises individuals and trustees with pensions and investment portfolios of £200,000 upwards. She specialises in pensions, investment and later life issues. She was an expert panellist on the BBC Radio 4 programme Money Box and is regularly quoted in the media. She understands the needs of busy senior executives, having previously run a group of businesses in 11 countries. A Cambridge graduate, she served on the award-winning investment committee of a £100 million charitable endowment, 2002-2013.- Investment
- Insurance
- Wealth planning
- Pensions
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Read morePhilip James Independent Financial Advice
Philip James Independent Financial Advice
About me: As founder, director and principal adviser, I have some 35 years’ experience in financial services and became an adviser in 1992. With a degree in Law and Sociology from Exeter University, I have completed the Chartered Insurance Institute’s Advanced Financial Planning qualification and am a member by Diploma of the Personal Finance Society.
And about my company: I established Philip James Independent Financial Advice (James is my middle name) in 2000. We have have been directly authorised with the Financial Conduct Authority since 2011, which means we’re completely independent and not part of a network or tied to any other big company.
We offer straightforward investment and pensions advice. We provide a very personal service, supported by award-winning, leading-edge technology. We now have £150m under advice and look after 400 clients. We are proud to be members of the the UK Sustainable Investment and Finance Association.
- Investment
- Insurance
- Wealth planning
- Pensions
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Read moreGreenbank
Greenbank
Greenbank specialises in creating bespoke ethical and sustainable portfolios for high net worth private clients, trusts and charities. Our aim is to help clients achieve their aims, generating the financial returns that they need without compromising their values. We do not restrict clients to a ‘one-size-fits-all’ solution, but instead tailor portfolios to meet both their financial aims and their ethical, ESG or sustainability requirements. In doing this, we are committed to bringing about positive change in business practice through sustainable investment and engagement – not just because we feel that this is the responsible approach but because we believe it is also sound financially.
- Asset Class - Equities
- Asset Class - Fixed Income
- Asset Class - Balanced
- Style - Exclusions
- Style - Sustainability
- Style - ESG integration
- Style - Engagement and voting
- Style - Impact
- Style - Norms-based
- Style - Best-in-class
- Wealth Management
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Read moreOrbit Financial Planning Ltd
Orbit Financial Planning Ltd
Our boutique firm with around 30 years of expertise specialises in crafting tailored financial strategies for individuals and businesses. We prioritise understanding your unique goals and concerns. Applying a holistic approach, clear communication, and commitment to ongoing education ensure adaptable and personalised solutions in ever-evolving financial landscapes.
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Read moreKGJ Insurance (Stourbridge) Ltd
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.Read More
Read moreKleinwort Hambros
Kleinwort Hambros
Kleinwort Hambros has experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets. We know how to simplify life’s financial challenges, and offer a wide range of services through an holistic approach based on trust, service and expert knowledge. Driven by shared values of team spirit, commitment, responsibility and innovation, our teams are focused on delivering a truly personal service. All our staff, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity. Kleinwort Hambros enjoys the benefits of being part of Societe Generale with valuable access to the resources and services of one of the world’s leading financial groups.- Asset Class - Equities
- Asset Class - Fixed Income
- Asset Class - Balanced
- Style - Exclusions
- Style - Sustainability
- Style - ESG integration
- Style - Impact
- Style - Best-in-class
- Savings accounts (such as ISAs)
- Current accounts
- Mortgages
- Loans
- Investment banking
- Wealth Management
- Company-level ESG data
- Investment
- Wealth planning
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Read moreWessex Investment Management Ltd
Wessex Investment Management Ltd
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