The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Balance

Whenever the need to look after either your own or your family’s financial health is set against the desire to be part of the growing tendency towards global attitudes of environmental and social welfare, then a decision often has to be made. That decision is based on the balance between those two sometimes partially conflicting aspirations.

Our team can help you make your way through the maze of investment, with a watchful eye on both your own investments as well as their effect on global welfare.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

What is best for you…

We do need to keep a balanced view and we are geared up to deal with all client requests. We have multiple approaches to investing your money and will provide you with a service that’s right for you and your financial needs and preferences.

Getting the right mix…

Although we are keen for our clients to look to invest in socially responsible funds, we are aware this is not always suitable for all clients, so we look to achieve a balance or the right mix for our clients.

Balanced Funds: These funds vary, but are likely to invest in most business areas, often selecting ‘best of sector’ companies and avoiding those that do not meet the standards required by the fund. These funds tend to benefit from investing in companies that have superior environmental, social and, or ethical credentials. Balanced Funds may also aim to encourage more responsible business practices through dialogue or shareholder activism.