Financial Advisers in the UK who are accredited with ISO 22222, the international standard for personal financial planners, have a duty and obligation to ask clients about their stance on ethical investments when giving advice Ethical Standards Raised Over UK IFA’s (Ethical Financial Advisers).
There are a number of specific technical issues surrounding the provision of green and ethical investment advice. Suitably qualified financial advisers with the ISO 22222 standard under their belt can deliver financial advisers with the ISO 22222 standard under their belt can deliver added value for client who seek green and ethical investment.
One of the key questions that advisers are mandated to ask under the ISO standard, which was developed in 2006, is: “Do you have any social, ethical, environmental or religious considerations that you would like us to take into account in our work for you?”.
(Ethical Performance Journal, May, 2016)
We believe that it is very important that clients are asked whether they have any ethical considerations that should be taken into account when we design investment portfolios for them. As experts in ethical investments we pride ourselves in our ability to incorporate our client’s ethical and financial objectives into their investments. If you would like to discuss ethical investments please contact us (Ethical Financial Advisers).
Ethical Financial Advisers and Financial Advice Bristol
If you would like to speak with one of our Independent Financial Advisors and potentially receive financial advice, please contact us on 0117 923 7652. We are based in Clifton, Bristol but we are happy to service clients from across the UK and we provide free initial meetings at our client’s convenience.
About Us: Churchill Wealth Management is a team of independent financial advisors/financial advisers (IFAs) based in Clifton, Bristol (http://www.wealthmanagement.co.uk).
We provide independent financial advice, including pension advice, investment advice, inheritance tax planning, protection/insurance advice and ethical investment advice through our trading style Churchill Ethical Investment (https://www.churchillethicalinvestment.com).