The Ethical Investment Co-operative is a firm of Independent Financial Advisers specialising in ethical, environmental and responsible investment. Formed in 1997, the advisers have extensive experience in all aspects of financial planning incorporating clients ethical/environmental concerns within the arrangements. We cover all aspects of financial planning, from savings and investments, retirement planning, protecting your family, buying your house to estate planning, so whatever your circumstances are we will be able to help you with all your financial planning needs.
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The term ethical/environmental investment over time has evolved into other ways of analysing company behaviour and is associated with the terms of SRI (Socially Responsible Investment) and more recently ESG (Environmental, Social and Governance). When ethical funds were in their infancy, a common assumption was that funds which incorporate environmental, SRI and ESG characteristics, and in particular those with a strict ethical screen applied, must involve a trade-off with performance.Over time the debate about performance has turned on its head.
The Ethical Investment Co-operative are specialists who offer financial advice to clients who want to align their investments with their ethical preferences. We work closely with our clients to ensure we have a good understanding of their objectives and we are open and transparent with regards to our costs and charges.
Management of your investments is a vital role in ensuring that you remain on course to achieve your financial goals. We can assist you with this by reviewing your investments and providing our thoughts and recommendations for the ongoing management of your portfolio. Is it in line with your ethical/environmental preferences - do you have access to a wide range of ethical funds to help meet this objective.
Planning for your retirement is essential if you wish to maintain a good standard of living when you cease work, the earlier you start saving the better chance you have of achieving your objective. Saving regularly into a pension scheme is probably one of the best options given the tax advantages associated with these types of plans.
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