Business Details
23 Years
experience
Ethical Financial Advisers in Preston
Profit With Principle is a small, family-run financial advice business based in New Longton, near Preston, with over 20 years of expertise in ethical, responsible, and sustainable investment and pensions. Our approach prioritises understanding clients' financial situations to create tailored plans that align with their values and long-term goals. We specialise in ESG (Environmental, Social, and Governance) investment strategies, ensuring clients achieve financial returns without compromising their ethical principles. Our team, led by Greg McCrave, combines deep industry experience with a commitment to transparency and client-centric service. Recognised for excellence, including the Ethical Investment Planner of the Year award, we provide robust financial solutions for individuals and businesses.As an appointed representative of 2plan Wealth Management Ltd, regulated by the Financial Conduct Authority, we uphold the highest standards of compliance and professionalism. Our mission is to instil confidence through personalised advice, fostering long-term relationships built on trust and integrity. With a focus on pensions, wealth management, taxation, and investment planning, we empower clients to navigate financial complexities with clarity and assurance. Our dedication to ethical practices and client education ensures informed decision-making, safeguarding assets for future generations. Over two decades, we have cultivated a reputation for excellence, supported by a knowledgeable team and a network of specialist partners.
Services
ESG Investment Advice
Wealth Management
Taxation Planning
Savings & Investments
Pension Planning
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of expertise in ethical and ESG investment strategies.
- Our team holds specialist qualifications, including the CFA Institute Certificate in ESG Investing.
- We provide personalised financial plans tailored to your values and life goals.
- Regulated by the Financial Conduct Authority for compliance and professionalism.
- Client testimonials highlight our responsive, detail-oriented advisory approach.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Professional and friendly
Expert guidance
Thorough and diligent
Responsive support
Strong ethic
Services
ESG Investment Advice
Our ESG investment advice aligns your financial goals with environmental, social, and governance values. We specialise in creating tailored portfolios that reflect your ethical priorities while optimising returns. With expertise in sustainable finance, we help clients navigate complex markets with confidence.
Pension Planning
Pension planning ensures a secure income for your retirement through strategic investment and regular reviews. We design bespoke plans to maintain your lifestyle post-retirement, focusing on long-term growth and risk management tailored to your circumstances.
Wealth Management
Wealth management safeguards your assets against taxation, inflation, and investment risks. Our strategies prioritise risk aversion and preservation, ensuring your financial security while maintaining flexibility for future needs and generational planning.
Taxation Planning
Taxation planning minimises your tax liabilities through lawful reliefs and allowances. We provide expert guidance on income, capital gains, and estate taxes, helping you optimise financial outcomes while complying with evolving regulations.
Savings & Investments
Savings and investment services focus on generating returns beyond traditional deposits. We advise on diversified portfolios to grow your capital, balancing risk and reward to meet short- and long-term financial objectives.
People
Greg McCrave
Financial Adviser
Greg McCrave specialises in ESG investment, with over 20 years of experience and 1,000 clients. He holds the CFA Institute Certificate in ESG Investing and was named Ethical Investment Planner of the Year in 2010.
Rose McCrave
Company Secretary
Rose McCrave co-founded Profit With Principle, focusing on business administration and client relations. A qualified life coach, she ensures ethical practices and client-centric operations across all business functions.
Dennis C
Senior Financial Services Administrator
Dennis C brings 42 years of NHS financial sector experience to his role. He manages administrative processes and compliance, combining technical expertise with a commitment to ethical financial practices.
Mark C
Financial Services Administrator
Mark C has 25 years of financial services experience, specialising in investments and pensions. He joined Profit With Principle for its ethical ethos and supports clients with tailored administrative solutions.
Jill H
Administrative Support
Jill H joined in 2023, combining teaching and retail experience with financial administration. She supports client services and operational tasks, driven by a commitment to ethical business practices.
Questions
What financial services do you specialise in?
We specialise in ESG investments, pensions, wealth management, taxation planning, and savings strategies tailored to ethical and sustainable goals.
Are you regulated by the Financial Conduct Authority?
Yes, we are an appointed representative of 2plan Wealth Management Ltd, regulated by the FCA under number 212778.
How do you incorporate ethical values into investment advice?
We align portfolios with environmental, social, and governance (ESG) principles, ensuring investments reflect clients' ethical priorities without compromising returns.
Can you help with pension planning for retirement?
Yes, we create bespoke pension plans to secure your retirement income, focusing on growth, risk management, and regular reviews.
What areas do you serve?
We operate nationwide across the UK, with our office based in New Longton, Preston, Lancashire.
