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Transparent and honest
financial planning for a
more sustainable future

Achieve more with your money and know how it is invested.
Your values, our expertise..

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Interesting Stuff

Pioneers in ethical financial planning advice

For almost 3 decades we have been leaders in delivering ethical and trusted advice, ensuring our services help to build a more sustainable future for all, whilst meeting the financial needs of our clients.

Since 1989 we've donated over £600,000 to good causes

We've always pledged to share our net profits with organisations working towards the same goal as us.

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Why invest Ethically?

Money makes the world go round - but not necessary in the right direction! Investing responsibly helps to shift the direction towards sustainability and a better life for all....

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What we do

Providing Independent financial planning advice to those who wish to combine their investment needs and personal values when investing their money.

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Over 30 years experience

This is where you'd expect to find glowing testimonials - but you won't! 30 years in business and looking after our clients, helping them to achieve their goals is our biggest testimonial.

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