Accountancy and Legal services are available by referral only.
The value of pension and investments and the income they produce can fall as well as rise.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Think carefully before securing debt against your home, your home may be repossessed if you do not keep up repayments on your mortgage.
I am a Chartered Financial Planner which is an exclusive title only awarded by the Chartered Insurance Institute (CII) to individuals and firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the Code of Ethics & Conduct of the awarding body reinforcing the highest standards of professional practice in our business dealings. I also have a degree in Chemistry & Pharmacology, an MSc in Organic Chemistry & an MSc in Financial Risk Management. Before becoming a Financial Adviser, I worked as a Front Office Investment Banker with a Tier 1 bank in London, so I have first hand experience & knowledge of navigating the Financial Markets.
As a firm, we are committed to ethical, sustainable, socially positive investing & have been successfully investing our clients money in this way for several years now. I believe in making positive changes to the world we live in both in relation to the environment, but also to our society. Investing in a socially responsibly way does not have to be at the detriment of investment performance.