We are very excited to announce that (after months of hard work) we have now launched our new ‘Pro-Ethical’ service for all of our clients. Historically we have offered our clients either a ‘Proactive’ service with comprehensive quarterly reviews and a raft of other services for 1% per year of the portfolio value, or a
Darren visits the Gherkin to look closer at Standard Life’s ‘Ethical’ proposition as part of ‘Good Money Week 2016’ When I first started building socially responsible portfolios for clients some 15 years ago, it usually was enough to select a fund with ‘ethical’ in the title. We screened funds for clients on what we term
Katy Owen explains the progress of one of our ethical model portfolios As many of our clients will know, it has been a difficult year for markets. There are a number of culprits behind the volatility including Oil prices, Chinese data and of course a Referendum. We have been reassured by the performance of the
Katy Owen reports on our latest portfolio offering for our clients. Back in the spring, Darren and I were travelling to see a client in the beautiful Brecon Beacons. I commented that we really need to look after our planet to preserve our countryside and living conditions. Darren realised that eco-friendly investing was something close
Download our short ethical brochure to get a good idea of our approach and offerings.
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