Investment portfolio management

 

We specialise in providing high-quality investment advice, based on more than 25 years of research and practical portfolio management for a wide range of individuals with differing investment objectives.

We work with you to carefully research and analyse the amount of risk that you are prepared to take, in addition to discussing your capacity for loss.

In this way we can provide you with investment solutions that correctly reflect your appetite for risk and return.

Over the years, we have found that investing sustainably, and with an understanding of the impact of our investments, has produced very competitive returns, often in line with – or exceeding – returns produced by comparable ‘conventional’ investments with similar risk profiles.

We are very proud of our track record in this area.

In 2018 we won a national award for impact investment, becoming an Impact Champion for the Social Impact Investment Academy. You can read about this in the news section of this website.

In many cases we are able to take over your existing pension, ISA and other investment contracts and advise you on the best way to invest for the future.

We offer a bespoke service for those with specific ethical concerns and requirements. We also offer a model portfolio service, called the Key to the Future. This enables investors to access a number of sustainable and impact driven portfolios ranging from very cautious to adventurous.

To read more about the Key to the Future please click here.