Business Details
29 Years
experience
Ethical Financial Advisers in Richmond
Established in 1997, we are specialists in ethical financial advice, helping clients align investments with their values. Our team of Independent Financial Advisers prioritises transparency, offering tailored solutions in pensions, protection, and estate planning. With a proven track record of industry awards and partnerships with organisations like Amnesty International UK, we combine expertise with a commitment to ethical practices.Our process focuses on understanding client objectives, ensuring diversified product recommendations, and maintaining open communication. Over 25 years, we have donated 60,000 to ethical causes, reflecting our dedication to responsible finance. We operate with full transparency, providing clear fee structures and ongoing portfolio management to meet evolving financial goals.
Services
Investment Advice
Pension Planning
Protection Planning
Estate Planning
Cash Flow Modelling
Details
- Year established: 1997
Highlights and features
- We have over 25 years of experience in ethical investment advisory.
- Our transparent process ensures clear fee structures and no hidden costs.
- We won multiple Financial Adviser awards with the Guardian newspaper group.
- We donated over 60,000 to Amnesty International UK through ethical partnerships.
- Our team operates with ethical values reflected in both workplace practices and investment strategies.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent advice
Professional attitude
Long-term trust
Ethical alignment
Reliable service
Services
Investment Advice
We provide tailored investment advice focused on ethical and responsible funds. Our recommendations consider clients' risk tolerance, financial goals, and environmental preferences. With access to a diverse range of products, we ensure portfolios remain aligned with both financial objectives and personal values through regular reviews.
Pension Planning
Our pension planning services help clients prepare for a secure retirement. We assess current arrangements, recommend tax-efficient solutions, and review existing schemes to ensure they meet long-term goals. Special attention is given to ethical fund options and risk management as retirement approaches.
Protection Planning
We offer comprehensive protection planning to safeguard clients' financial futures. This includes life insurance, income protection, and critical illness coverage tailored to individual circumstances. Our approach ensures families remain financially secure in the event of unexpected life events.
Estate Planning
Our estate planning services focus on minimising inheritance tax liabilities while ensuring assets are distributed according to clients' wishes. We provide guidance on wills, trusts, and charitable giving to create effective long-term wealth transfer strategies.
Cash Flow Modelling
We use cash flow modelling to project clients' financial futures. This tool helps answer key questions about retirement age, pension adequacy, and tax liabilities. By simulating various scenarios, we enable informed decisions about major financial commitments and unexpected life changes.
Questions
What makes your financial advice ethical?
We ensure investments align with clients' values by offering access to ethical funds and avoiding companies with conflicting practices.
How do you approach pension planning?
We assess individual goals, review existing schemes, and recommend tax-efficient solutions tailored to retirement objectives.
Can you help with inheritance tax planning?
Yes, we provide strategies including trusts, charitable donations, and reliefs to minimise inheritance tax liabilities.
What protection options do you offer?
We provide life insurance, income protection, and critical illness coverage tailored to personal circumstances.
How often do you review investment portfolios?
We recommend regular reviews to ensure portfolios remain aligned with risk tolerance, ethical preferences, and financial goals.
