Products and Services

Although we are famous for pioneering ethical investment our major service is good financial advice.  Whether you are a ‘Mainstream' or a ‘Greenstream' investor, this must come first.    So, we naturally advise you on such fundamentals as:

• Mortgages


• Family Protection Plans


• Building capital from income


• Income Protection


• Inheritance Tax


• Investment strategies


• Lifetime financial Planning

Looking to the products, these are the means by which most financial advice is actually put into action. Ethical and Socially Responsible Investment is available within almost any contract with an investment element. These include: 

• Personal pension plans


• Individual Savings Accounts (ISAs)


• Unit trusts, OEICs and investment trusts


• Some Life insurance policies


• Income replacement plans


• Critical illness protection


• Company pension schemes


• Discretionary managed ethical share portfolios


• Venture Capital Trusts and Enterprise Investment Schemes

In all these areas, we work with individuals, businesses and charities, either directly or in conjunction with their professional advisers. 

Click here to follow the Ethical Investment Tour