The majority of investments we recommend have an Environmental, Social and Governance (ESG) filter as a part of their wider research. However, for many investors, this process does not go far enough.
As our lives have changed, so have our ethical principles. Ethical and sustainable investing is now widely recognised as a personal choice for consumers and the number and type of ethical funds being offered has grown to reflect this.
Historically ethical investors have made choices on issues such as tobacco and fossil fuels or armaments and human rights. Now the number of issues you can actively support or avoid is much larger.
- Do you wish to avoid investing in single-use plastics, or actively invest in green initiatives?
- Do you care deeply about the protection of animals and their welfare?
- Do you wish to make a positive impact with your investing?
Our experienced team will individually tailor your investments to suit not only your financial objectives but also our Ethical Proposition can provide you with :
- A tailored solution to meet your requirements
- Both positive and negative screening
- Access to investment funds from some of the industry's most well-known names
- A full retirement planning service
- Tax efficient savings and investments
- Regular updates on your portfolio
Most of us seek financial security and freedom from financial worries, but seldom do we devote sufficient time to making important decisions. For many, the business of financial planning is a chore; others simply find it difficult to make the time available. Whatever the reason, Lovewell Blake Financial Planning can work with you to find the right financial plan for you needs.
Different because you are
We pride ourselves on providing individually tailored services to our clients. Whatever your aspirations and priorities in business and life, we will be by your side with expert advice from local specialists. It is because your needs are unique, that the solutions we provide are distinct and personalised to you.
We have built our business as an independent advisory service for over 20 years. Our advisers cover Norfolk, Suffolk and Cambridgeshire and are able to meet you in your local Lovewell Blake office or at your own home or office.
If you are considering planning for your future and require ethical pension, investment or protection advice, please get in touch.