Services
We offer a wide range of services to individuals, social enterprises, charities and private business, and specialise in socially responsible, environmental and ethical investment.
We offer the following services:
- Environmental and ethical investment
- Retirement planning
- Lump sum investment and portfolio management
- Self Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSASs)
- Inheritance tax planning
- ISAs and other tax efficient investments
- Mortgages – commercial and residential
- Protection insurance
- Tax planning and compliance
- Trustee investment planning