Investments

Multi-award-winning Independent Financial Advisers based in Stoke Newington, London

Investments

Painting & decorating a shop frontIt doesn’t matter whether you’re investing £50 or £500,000.
You need that pension, or ISA or something else to grow above the rate of inflation to support your long term future.
Only the best is good enough for you.

Everything we do is based on ethics.
However, our definition of an ethical investment is different from the rest of the financial services industry in that it’s your definition, not ours.

We don’t believe in packages, we believe in the person.
For instance, you may be strongly for or against investing in pharmaceuticals. You may not care very much one way or the other what you’re invested in as long as you access the very best funds.

We want to know what you think about such issues so we can discuss – and design – investments so they’re tailor-made to your individual requirements.

It is our pleasure and responsibility to ensure the investments we arrange accurately reflect your own moral compass and attitude to risk, and are placed shrewdly and carefully in this post-Brexit era.

So, if you have an inheritance or other lump sum, or pensions you haven’t looked at for years, or ISAs ditto, then do get in touch.

We cherry-pick the best and finest funds available for optimum return.

RWA in the media

Ruth urges gender pay gap transparency in all firms

Women-only IFA firms branded too niche to survive

Government petition on the state pension age for women

Number of working women aged 50-64 hits new record

Advisors wary of taking the plunge with Woodford

Current financial teaching is ineffectual

Five adviser concerns on an auto-enrolment charge cap

Want to invest ethically? Look to your own backyard

Green deals lined up for Ecology members

An investors’ survival guide

Past performance is not necessarily a guide to future performance. Fund performance is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest.

WordPress site / Theme: Canvas / site design: dizigns.co.uk
Images © London Borough of Hackney Archives and Alison Terry-Evans