Find an Adviser

divers pointing istock… who can help you to invest in sustainable, responsible and ethical investment options that match your aims and opinions

 

Below is a list of advisers who have confirmed to us that they offer advice on ethical, sustainable and responsible investment options to all clients.

Please be aware this list does not represent any form of endorsement or recommendation on the part of sriServices or Fund EcoMarket.

 

Jan Oliff Dip PFS – Independent Financial Adviser

Noumena,  Little Green, Broadwas, Worcestershire, WR6 5NH

T: 01886 822205,  M: 07967 500 384   W:  http://www.oliff.info/  E: jan@oliff.info

 

Simon Carlin,  Retirement Strategist, The Lost Coin

5 Loveridge Court, Frampton Cotterell, Bristol, BS36 2NX

W: www.TheLostCoin.co.uk    Tel: 0808 120 1077 (freephone) or Moble: 01454 642892  E:SimonCarlin@thinkpositive.co.uk

 

Mike Daniels, Director, Kingswood Lifetime Financial Planners

Kingswood House, 29 North Street, Bicester, Oxon, OX26 6NB

W: www.kingswoodconsultants.com  T: 01869 252 545

 

Richard Essex, Grayside Financial Services

1st Floor, 55 High Street, Epsom, Surrey, KT19 8DH

W: www.grayside.co.uk   Tel. 01372 726162 E: r.essex@grayside.co.uk

 

John Broxup APFS (Chartered Financial Planner), Director,  Castleton Financial Planning Ltd

York House,  6 Coldharbour Business Park, Sherborne, Dorset, DT9 4JW

      and

2 Market Place, Castle Cary, Somerset BA7 7AL

W: www.castletonfp.com  Tel: 01935 815596   M: 07813 844493  E:  johnbroxup@castletonfp.com

 

Paul Mabon, Director – Brookdale IFP Limited (an Appointed representative of FCA registered Sense Network)

135 Brookdale Avenue South, Greasby, Wirral CH49 1SP

Tel:  0151 677 0467 M 07957 463423 E  paul@brookdaleifp.co.uk W www.brookdaleifp.co.uk

 

Julian Parrott DipPFS,  ethicalfutures

9 Mansfield Place, Edinburgh EH3 6NB

Tel: 0131 557 6677   Direct dial: 0131 557 6718   E: julian@ethicalfutures.co.uk   W: www.ethicalfutures.co.uk

 

Diana Atkinson (Director) – Diana Atkinson Limited Independent Financial Advisers

Moatside, Deighton, Northallerton, North Yorkshire DL6 2SJ

Tel: 01609 882155 M: 07703 254291 E:di@dianaatkinson.co.uk   W:www.dianaatkinson.co.uk

 

Alex Foster (Chartered Financial Planner), Ward Goodman Financial Services Ltd

4 Cedar Park, Cobham Road, Ferndown Ind Est, Wimborne, Dorset, BH21 7SF

W: www.wardgoodman.co.uk   T: 01202 875 900 E: financial.services@wardgoodman.co.uk

 

Kevin Bailey, Managing Director, Wessex Investment Management Limited

Number One, The Square, Beaminster, Dorset, DT8 3AS

T: 01308 861200 W: http://www.wessexim.co.uk   M:+44 (0) 7909 900292   E: k.bailey@wessexim.co.uk   

 

Darren Lloyd Thomas FPFS MCSI, Chartered and Certified Financial Planner, Thomas and Thomas Independent Wealth Management

Avallenau House, Avallenau Drive, Merlins Bridge, Haverfordwest, Pembrokeshire, South Wales  SA61 1XN

T: 01437 772228 M:  07971 541376 W: www.thomasandthomasfinance.co.uk  E: darren@thomasandthomasfinance.co.uk

 

 

If you are an authorised financial adviser who offers SRI, green and ethical investment advice to all of your clients and would like to be listed here please contact  julia@sriServices.co.uk .

 (A nominal fee applies).