Ethical Investors Group

read moreFor almost 3 decades we have been leaders in delivering ethical and trusted advice, ensuring our services help to build a more sustainable future for all, whilst meeting the financial needs of our clients. Money makes the world go round - but not necessary in the right direction! Investing responsibly helps to shift the direction towards sustainability and a better life for all. This is where you'd expect to find glowing testimonials - but you won't! 30 years in business and looking after our clients, helping them to achieve their goals is our biggest testimonial.

read moreWhether your concern is protecting your family in the event of your death, your lifestyle if you are unable to work, or your business should you or a key person die or suffer illness, we are able to provide advice on the most suitable options. Life Assurance and illness protection are, superficially, simple concepts but the most appropriate plan/policy needs to be selected from a myriad of different options. We will also guide you through the issue of writing policies in Trust to make sure that your intended beneficiaries are the ones who actually benefit.

read moreWe've been advising clients on the most appropriate investment to meet their ethical, financial and risk requirements for nearly 30 years. Over this time we've placed many millions of pounds of client money into social, ethical and environmental investments. Finding the right investment means negotiating the worlds of savings accounts, the stock market, ISAs, LISAs, Unit Trusts, Investment Trusts, Discretionary Portfolios etc and this can be difficult to do without expert advice. Our advisers do just that, advise, rather than sell or bamboozle people into inappropriate financial decisions.

read morePensions simplification - ah, were that the case. With significant increases in flexibility when drawing benefits allied to increases in restrictions on how and when money can be paid in, the world of pensions has never been more complicated. Stakeholders, Personal Pensions, SIPPs and Platform pensions all appear to offer the same goal - to save for retirement - but they all have their pros and cons and charges. Employers are now required to establish and contribute to pension arrangements for their staff, so aligning an organisation's values with the underlying investments of the pension fund has never been more important.