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Halesworth Farmers' Evening

February 2020
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Our next event

Halesworth Farmers' Evening

February 2020
View details

Private client


Financial Planning for the Ethical investor

At Lovewell Blake we take your ethics seriously. We will endeavour to individually tailor your investments to suit both your financial objectives and ethical preferences.

As our lives have changed, so too have our ethical principles. Ethical and sustainable investing is now widely recognised as a valid choice for consumers and the number and type of ethical funds being offered has grown to reflect this.

It is not surprising that there has been this growth of interest amongst investors around wanting to actively respond to some of the challenges that the world faces.

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?


There are a number of options open to you and our team of specialists are on-hand to talk you through how you can invest for more than a financial future.


Ethical Investing Proposition

Independent financial advice - when you need it most

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, there will undoubtedly be times in your life when you need to turn to expert financial advice which you can trust.

We have built our business as an Independent advisory service for over 20 years. Our advisers cover the whole of Norfolk and Suffolk and are able to meet you both 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 call one of our team and we will be glad to help you.
Call us on 01603 619620        Email us

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"Lovewell Blake help us with much more than just the year end accounts and tax. They facilitated a valuable strategic planning exercise for us and also provide independent input at board meetings, ensuring these remain business focussed."
 
 

News

Basic financial planning
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20 January 2020
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We are living in an ever-diverse world and increasingly seeing this diversity filter in to the workplace. One of the key topics in diversity and equality in recent months has been around transgender individuals. As an employer, do you understand your obligations towards transgender members of your workforce?
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10 June 2020
Whether you have been using Xero for a few days, months or years the ever changing software is full of new features and functions.
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Xero workshop - Migration
13 May 2020
You have decided to move to Xero, but what is the next step?
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Xero workshop - Hubdoc
29 April 2020
With Xero’s recent announcement that Hubdoc will be released as part of your Xero subscription find out how to automate your purchase invoice processing without any additional cost.
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