Many clients wish to ensure that their money is invested on a socially responsible basis. Whilst it is often difficult to be certain of all the activities of companies with diverse businesses, or of all the holdings in a widely diversified collective fund, we will endeavour to see that your requirements are met.
An investor’s attitude to risk is a very personal thing which can change over time. It is important that you feel comfortable with the way in which your money is invested and from the outset we will need to understand the degree of risk you are prepared to accept. This is likely to, in part, depend upon the timescales prior to when access to capital might be required.