The first socially responsive fund, The Stewardship Fund, was launched in 1984 by Friends Provident and in its first year the fund achieved a 30% return for investors!
There are now hundreds of funds to choose from, managed by some of the world's major fund groups, enabling investors to make positive decisions as to how & where their money is invested.
Investment may be made by way of regular saving, capital investment or by re-balancing existing portfolios to access Ethical and Socially Responsible investment funds. We provide independent financial planning advice including Portfolio Management, Retirement Planning, School Fees, Life Assurance and Mortgages. We provide advice to individuals, companies and charities.
As a company we have a long & respected history in advising clients who wish to invest their money in an ethical & socially responsive manner. We use thorough research methods to provide in depth analysis of all the funds available to enable our clients to make an informed decision.