ETHICAL INVESTMENT

Robin Keyte offers a socially responsible investment service. Various types of investment portfolio are on offer, whether one is suitable for you will depend upon:

• Affordability - can you afford to set money aside to invest? Many people will be better off making savings such as overpayments to their mortgage or any other loans, or reducing / clearing a credit card balance.

• Investment term - the amount of time you want to invest for (i.e. 5 years plus).

• Attitude to investment risk - are you prepared to take some risk with your investment? If so, how much risk (cautious or speculative)? If not, you may be better off using a cash deposit product with the building society or National Savings.

• Accessibility - do you need to have access to the money you invest at any time? If so, you may be better off using a cash deposit product with the building society or National Savings.

• Objective - what do you need from your investment, income; growth; income & growth?

• Screening - do you want funds that are negatively or positively screened, or ones that just practice engagement?

For further information see our financial planning and ethical screening services.