What It’s All About
With a focus on sustainable and ethical investment, this system is based around companies that Quilter Financial Planning have pinpointed around the globe, which help to provide solutions to environmental and economical issues.
All of this is key towards achieving a cleaner economy with a higher rate of efficiency and helping support a growing economy within a reduced carbon-based environment.
Here’s How It Works
This strategy boasts a large array of ethical investments which helps us to pinpoint environmental and socially responsible funds, which are related to your own specific values.
It focused on 3 key values
Focuses
On organisations which provide positive environmental/social impacts
Exclude
Specific organisations funds or practices
Analyses
Specific social, environmental and governance
DONT JUST TAKE OUR WORD FOR IT
Sam is a very personable advisor, and one with high integrity that I knew I could trust with my company and personal information. He provided solid advice, tailored to my needs and comes thoroughly recommended by me.
Richard, Chartered Surveyor
Pension & Investment Services
What were the circumstances that caused you to look for a financial adviser?
Pension transfer.
How did Samuel Robinson help you?
Sam asked lots of questions and provided unbiased easy to understand advice which suited my needs. Various options were presented making it easy for me to choose the most suitable one to achieve my requirements.
Have you seen the outcome you were hoping for?
Transfer went very smoothly and the investments appear to be performing as expected.
Verified Client, vouchedfor
Pension & Investment Services
What were the circumstances that caused you to look for a financial adviser?
Needed to sort out my personal investment pension.
How did Samuel Robinson help you?
Sam sorted out an old investment pension that had been left untouched for some time and wasn't working for me, and improved it. He has also offered other impartial financial advice whenever I have needed it, even on things that I am not directly working with him on.
Have you seen the outcome you were hoping for?
Yes
Verified Client, vouchedfor
Pension & Investment Services
What were the circumstances that caused you to look for a financial adviser?
I wanted to safeguard my family in case of anything bad happening to me or my wife.
How did Samuel Robinson help you?
He spent the time to help us understand our needs and what level of cover we would require to satisfy them.
Have you seen the outcome you were hoping for?
Yes, our family is now fully protected should the worst happen.
What could they have done better?
Nothing. He came out to visit us, took the time to really listen and ask thought provoking questions and the follow up service was extremely thorough also.
Verified Client, vouchedfor
Pension & Investment Services
Your ethics, your investment options, your choice.
The investments that we display cover an array of topics to ensure that there is an investment choice to cover any ethical requirement.
We understand that it is a personal choice to select a specific investment, which aligns with your personal ethics and opinions.
Historical performance of certain investments shouldn’t be viewed as an assurance of future performance. Investments have the potential to rise as well and fall, so there is a possibility you may get back less than you invested.
