Our aims are
- To build a sustainable business
- To promote social justice with environmental responsibility
- To provide high quality, independent financial advice, specialising in ethical funds
- To enable clients and staff to improve their quality of life
- To offer person-centred advice to clients ethically and on ethical fund choices without cherry picking in the belief that people of all backgrounds and means may require financial advice at some time in their lives.
- As advisers we are not motivated by the elitism of high net worth or the anonymity of mass sales but accept that both can form part of the business mix.
- To promote ethical investment to a wider public and channel their values to large institutions to give ethical investment a voice.
- To inform clients about the achievements and challenges of socially responsible investment, involve them, promote more meaningful, radical forms of investment to build a stronger lobby and practical ways to create a fairer society and environmental change both locally and globally.
- To work with other IFAs through the Ethical Investment Association, Social Investment Forum and others to strengthen the collective voice of the public.
- To encourage teamwork between advisers and to involve administrators.
- To try to practice what we preach, be a good employer, to offer quality employment with pensions and other benefits rather than just the bare minimum.
- To build confidence in our practice and in ethical investment by planning to be there for clients over the long term.