OUR SERVICES
What service does Robin Keyte offer to clients? There are three
levels:
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Ethical
Funds Screening -
allows you to identify which investment funds represent
a reasonable match to your personal views on social, ethical
and environmental issues based on the information you provide
via our secure online form.
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Financial
Planning Service -
which aims to help you establish where
you are at the present time, identify where you want
to get to in the future, assess what might be achievable
and the risks involved, develop a plan to get you there,
and periodically review matters and make appropriate
changes. |
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Consultancy Service -
a broad range of services covering business planning, research
and development of social financial solutions, consumer intelligence,
and lobbying. |
Our unique service includes a high
level of client support as standard. We have an interest in socially
responsible investment, and incorporate an ethical
investment service as required. For best
buy deals on pensions and investments click
here.
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Ethical screening