https://www.brookdaleifp.co.uk/

As members of the Ethical Investment Association and UKSIF (the UK Sustainable Investment and Finance Association), we are able to help those clients who wish to have their investments and pension fund aligned to their ethical views and beliefs. In recent years we have seen significant developments in the ethical investment arena.We use a questionnaire which aims to tease out a clients’ ethical drivers, and from that we can then identify a universe of funds which meet those drivers. Taking the clients attitude to risk, and a model asset allocation from AKG, a firm of Consulting Actuaries, we then build a portfolio of funds from the appropriate universe of funds. Typically a client will hold around 16 funds in their portfolio – these portfolios are usually reviewed and rebalanced on a quarterly basis for those clients who select our advisory service.