Services
investing ethically
Why Ethical Investment?
Ethical investment covers pensions, bank accounts, savings, investments and some insurance products. The big difference is that an ethical financial planner links your concerns to the power of your money and works to a strong ethical code.
We are authorised and regulated by the Financial Services Authority (FSA) which means that we can offer advice and support on a very wide range of financial matters.
For You and Your Family
- Term Assurance.
- Family Income Benefit.
- Mortgage Protection.
- Mortgages.
- Life and Critical Illness Cover to protect debts.
Building For The Future
- ISAs.
- Buy to Let Investments.
- Ethical Banking and Savings.
Work Based Support
- Permanent Health Cover (Income Protection).
- Key Person Insurance.
- Shareholder Protection.
Retirement
- Equity Release.
- Pension Plans (Personal, Group, and Self Investment).
- Annuities.
- Income Draw Down.
- Long Term Care.
After You Are Gone
- Estate Planning.
- Inheritance Tax.
- Trusts.
Looking After What You Already Have
- Collective Investment e.g. Unit Trusts.
- Investment Advice.
- Portfolio Management.
- Wealth Management.
Like any equity-backed investment, the value of your investment can fall as well as rise. You may not recover the full value of your investment. Your home is at risk if you do not maintain payments on any loan secured against it.
Not all of the above is regulated by The Financial Services Authority
