Latest News

Katy celebrates further exam success!

KatyMany congratulations to Katy who has successfully passed the CISI (Chartered Institute for Securities and Investments) Sustainable and Responsible Investment Professional Assessment.

This assessment tested Katy on her knowledge around the regulation of Ethical Investments, the global investment bodies that work to create these regulations, the challenges to humanity and the planet, benchmarking ethical portfolios and the principles behind investing ethically.

The assessment was carried out online after several months of careful reading and study by Katy.

Whilst we are extremely experienced in this arena of investment, we never like to sit on our laurels. When we heard of this new assessment, Katy immediately ordered the learning material and booked it!

Very well done indeed Katy, you continue to lift the bar within our profession when it comes to sustainable and responsible investment advice.


Download our Ethical Brochure

Download our short ethical brochure to get a good idea of our approach and offerings.