Sustainability matters

Social responsible investing is a key component of the advice we provide, with the majority of our clients taking up Social Responsible investments whether that be through portfolios aligned to negative or positive screening, our Financial Planners understand that you want to invest sustainably while still achieving your financial goals.

Clients investing ethically

We understand that investing ethically is important to many people, as well as us as a company. We're proud to say that:

59 %

Of our current clients choose to invest ethically

We are also proud to say that:

Recycling in-house items such paper, cardboard, plastic, tins and glass
We are in the process of becoming a B-Corp accredited firm
Class Office are a local company who supply our stationery and understand our commitment for purchasing ‘green’.
VA Cleaning is a local company who does our weekly clean, using ethical products for us, which we believe is worth paying just that little bit more for.
We use ‘SMOL’ for our everyday cleaning products such as dishwasher tablets.