Financial planning and sustainable investing.
What do I need to save? How can I protect my family? What will my retirement look like? Can I help my kids get on the property ladder?
These are the kind of questions that we get asked every day. Our financial planners are trained to sit down with you to explore your needs and priorities – whatever they may be – and then to help you turn that initial conversation in to a fully-fledged financial plan.
As a staff-owned B Corp that has won numerous awards, we are part of a community of businesses worldwide building a more inclusive and sustainable economy. Each B Corp community member must meet the highest verified standards of social and environmental performance, transparency, and accountability. This aligns perfectly with our investment approach. We only ever invest in sustainable ways so that you can be confident that your money is having a positive impact on the world as well as generating a good return.
We are delighted to be opening our first office outside London in Brighton & Hove.
Brighton Summit: Unite was on 29 April 2022.
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