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"You can judge a person by the company he keeps" An old adage that applies equally well to companies, here are a few of our affiliations: Professional bodies: All our advisers are members of the following professional bodies, dedicated to raising standards of professionalism within financial services: |
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The Institute of Financial Planning - UK professional body dedicated to the development of the multi-discipline profession of Financial Planning |
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The Personal Finance Society - Largest UK professional body for Financial Advisers and those in related roles. |
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The Chartered Insurance Institute - Leading professional organisation and examination body for members of the financial services industry. |
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Ethical Investment Groups: We are proud to be associated with and engage the services of the following groups dedicated to the advancement of ethical and socially responsible investments and business practices: |
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The Ethical Investment Association - A group of UK Independent Financial Advisers dedicated to the promotion of ethical and socially responsible investment. |
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The UK Social Investment Forum - A group promoting sustainable and responsible financial services practices throughout the UK. |
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Ethical Investment Research Services - Leading global provider of independent research into the social, environmental and ethical performance of companies. |
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Affinity Groups: We are members of the following affinity groups who promote the value of independent financial advice to consumers and professionals: |
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Association of Independent Financial Advisers - A not for profit organisation dedicated to promoting the value of independent financial advice. |
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IFA Promotion Ltd - Industry body responsible for promoting independent financial advice in the UK. |
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Product Providers: Many of our clients take advantage of the Cofunds investment platform to administer their portfolio, the following link provides access to online valuations and other portfolio tools for registered users: |
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Charities: We support a number of local and international charities, here are two of our current favourites: |
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African Initiatives - A UK based social justice organisation working with communities in Africa to build self-sufficiency and empower communities to fully participate in the decision making processes that affect their lives. |
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The Katherine House Hospice - A small hospice based in Adderbury, near Banbury, providing palliative care to people with life-threatening illnesses whose disease is not responsive to curative treatment. |
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Solicitors for Independent Financial Advice - Trade association for professional independent financial advisers who work closely with Solicitors and Accountants |
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Downloads |
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Newsletters & Topical Publications Members of our retained client service receive regular newsletters and ad hoc topical publications addressing key changes in the financial world. Past issues are archived here: Latest issues: May 2010 Newsletters SmartMoney (12 pages) eSmartMoney (30 pages) Archive: 2010 April 2010 - Guide to the Budget 2010 March 2010 - Smartmoney Newsletter March 2010 - eSmartMoney Extended Newsletter February 2010 - ISA Guide 2010 January 2010 - SmartMoney Newsletter January 2010 - eSmartMoney Extended Newsletter 2009 December 2009 - Guide to the Pre Budget Report |
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Complimentary Guides To give you an idea of the range of financial planning services we provide we have produced a series of simple guides covering the areas we are most frequently asked to advise on: Guide to Financial Planning Guide to Inheritance Tax Planning Guide to Protection Planning Guide to Retirement Planning |
