Links

"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:

The Institute of Financial Planning

- UK professional body dedicated to the development of the multi-discipline profession of Financial Planning

The Personal Finance Society

- Largest UK professional body for Financial Advisers and those

in related roles.

The Chartered Insurance Institute

- Leading professional organisation and examination body for members of the financial services industry.

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:

The Ethical Investment Association

- A group of UK Independent Financial Advisers dedicated to the promotion of ethical and socially responsible investment.

The UK Social Investment Forum

- A group promoting sustainable and responsible financial services practices throughout the UK.

Ethical Investment Research Services

- Leading global provider of independent research into the social, environmental and ethical performance of companies.

Affinity Groups:

We are members of the following affinity groups who promote the value of independent financial advice to consumers and professionals:

Association of Independent Financial Advisers

- A not for profit organisation dedicated

to promoting the value of

independent financial advice.

IFA Promotion Ltd

- Industry body responsible for promoting independent financial advice in the UK.

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:

Charities:

We support a number of local and international charities, here are two of our current favourites:

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.

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.

Solicitors for Independent Financial Advice

- Trade association for professional independent financial advisers who work closely with Solicitors and Accountants