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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

 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

  • Before seeing an adviser you may like to complete our SRI StyleFinder questionnaire .
  • This enables you to work out the types of  SRI options that may be of most interest to you and will help your adviser to understand your personal needs better.

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 M Carlin BA DipPFS DipPMI, Director, The Lost Coin Financial Planning Ltd

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

T: 0117 230 5077 W: www.TheLostCoin.co.uk E: Simon@TheLostCoin.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

T:  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

T: 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

 


 

Dr Robin W Keyte, Chartered Financial Planner, Certified Financial Planner CM & certified to ISO 22222, KEYTE Chartered Financial Planners

Keyte Ltd, 10 Middle Street,  Taunton,  Somerset, TA1 1SH

T: 01823 324432  W: www.keyte.co E: robin.keyte@keyte.co

 


Dan Brocklehurst, Managing Director, Trusted Planning Ltd

British Standard BS:8577 Certified Firm, Chartered Financial Planners, Certified Financial PlannerCM Certified to ISO:22222, Chartered MCISI

Stamford House, Northenden Road, Sale, Cheshire, M33 2DH

T: 0161 905 2575   M: 0797 353 2131  E: dbrocklehurst@trustedplanning.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).

 

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