OUR SERVICES

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.

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.

Consultancy Service - a broad range of services covering business planning, research and development of social financial solutions, consumer intelligence, and lobbying.