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The Guide to Ethical Financial Advice 2013

The Guide to Ethical Financial Advice 2013

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All the information you need on where to find a specialist ethical financial adviser near you.
All the information you need on where to find a specialist ethical financial adviser near you.

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Published by: Blue & Green Tomorrow on Apr 12, 2013
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 Eia Fiaia Aie
 www.blueandgreentomorrow.com
“In gIvIng advIce,seek to help,not please, yourfrIend”ancIentgreek statesmansolon
the Guide
april 2013
 
2april
 
2013 |
©blue & green communications 2013
    t    h    e    g    u    i    d    e    t    o     e    t    h    i    c    a    l    F    i    n    a    n    c    i    a    l    a    d    v    i    c    e
 
Abou
 Bu & G Tmw
he right of Blue & Green Couniction iited to beidentified  the uthor of thi ork h been erted inccordnce ith the Copyright, Deign nd Ptent act2000. all right reerved. You ut not reproduce ny prtof thi report or tore it in electronic en or dieinteny prt of the teril in ny other for, unle e hveindicted tht you y do o nd ith thi full copyrightnd diclier in plce.all infortion ued in thi report h been copiledfro publicly vilble ource tht re believed to berelible. eonble tep hve been tken to enuretht no error or idecription rie, but thi cnnotbe gurnteed nd the report doe not purport to continll infortion tht recipient y require. pinioncontined in thi report repreent thoe of Blue & GreenCouniction iited t the tie of publiction.Blue & Green Couniction iited ke no expre oriplicit repreenttion or rrnty, nd no reponibilityor libility i ccepted, ith repect to error or oiionin the report ith repect to firne, ccurcy, dequcyor copletene in thi report including, ithoutliittion, the reonblene of projection, forect,etite or ny ocited uption.n ccordnce ith the Finncil service nd mrketact 2000, Blue & Green Couniction iited doe notprovide regulted invetent ervice of ny kind, nd inot uthoried to do o. othing in thi report nd ll prtherein contitute or hould be deeed to contitute dvice,recoendtion, or invittion or induceent to buy, ell,ubcribe for or underrite ny invetent of ny kind. anypecific invetent-relted querie or concern hould bedirected to  fully qulified finncil dvier (ee pge 47).
LIFE
is for livinG
 
w
 
cosTinG
the eArth.
 
There is no
Pa () B.
 
Essential intelligence on sustainableinvesting and living
 
Blue & Green Tomorrow wants to supportinnovative businesses that balance theneeds o the planet, its people and ourprosperity.We aim to provide our readers withthe knowledge they need to makeinormed choices without prejudice,scaremongering or greenwash.
We want the world to be asblue and green tomorrow as itwas yesterday.
We believe that everyone can play a partand anyone can make a diference. Not bygoing back through misplaced nostalgiato some bygone age, but by striding outto a bright new uture in which we takeadvantage o the new approaches thatcan improve our quality o lie, the ood weeat, the air we breathe, the water we drinkand the land we live on.
Visit Blue & Green Tomorrow
 
blueandgreentomorrow.com
CPYG & DsCam
 
©blue & green communications 2013
|
 
2013
 april3
04
 
– A brief history offinAnciAl Advice
 By Simon Leadbetter
 
8
– bArchester Green
11
– Why i chose ethicAlinvestment #1
12
– bromiGe
14
– ethicAl futures
16
– Why i chose ethicAlinvestment #2
18
– equity invest
20
– the ethicAl PArtnershiP
22
– Why i chose ethicAlinvestment #3
23
– GAeiA
26
– investinG ethicAlly
29
– Why i chose ethicAlinvestment #4
30
– liGhthouse imPAct
32
– smythe & WAlter
34
– steWArt investmentPlAnninG
36
– virtuo WeAlth
39
– Why i chose ethicAlinvestment #5
40
– Green finAnciAl Advice
42
– holden & PArtners
44
– Why i chose ethicAlinvestment #6
46
– ethicAl investmentAssociAtion members
46
– london
48
– south West
50
– south eAst
52
– north West
54
– yorkshire &humberside
55
– eAst midlAnds
56
– West midlAnds
57
– eAst AnGliA
58
– scotlAnd
59
– WAles
60
– northern irelAnd
61
– WorldWise investor
contents
www.bluEAndgrEEntomorrow.com
I
n October 2012, the UN reportedthat the world’s population hadreached the seven billion mark. Across the emerging market regionsof Brazil and China, economic growthcontinues, leading to more and morepressure on the planet’s natural resourcebase.Here in the UK we’ve been througha period of unprecedented turbulence
for the nancial sector, as scandal after
scandal has shaken public trust and
condence in nancial services.
However, interest in responsible investing continues to grow and with the launch of Ethex and the Social Stock Exchange, themarket for high social impact investing isexpanding.This year also saw the arrival of the retaildistribution review (RDR) – something  we at Barchester welcome as it seeksto promote improved standards of professionalism and transparency in theretail investment market.
It is my view that nancial planners who
take a holistic view of their clients aimsand objectives, including considerationof their values and consider investment issues such as sustainability and resourcescarcity, will ultimately be one step aheadof the wider advice market; working to build planning solutions which arebased on a more complete understanding of their clients and having an eye on abroader set of investment considerations.
Foreword
Co-Chair of the ethiCalinvestment assoCiationand managing partner atBarChester green

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