Money is powerful and we can use it to shape the companies and businesses that do well in today’s society. We can influence our economies every day with what we buy and where we buy products from. We choose to support either the big supermarkets or local producers when we buy food. When we buy services such as pensions, we can support clean energy or public transport companies, for example, in the same way.
Ethical investments are moving into the mainstream market place. Putting your money where your morals are is on the increase. When you choose to invest in green and ethical funds, there are a choice of funds which can be used to fit your individual requirements.
The majority of families we deal with use our portfolios which have worked well. The risk of these funds change depending on the risk each individual wishes to take and the funds are monitored on a 6-monthly basis. These portfolios can be used for ISAs, onshore and offshore bonds and pensions.
Our service is very focused on the individual so we can set up bespoke investments solutions to suit you. We are a member of the Ethical Investment Association which means we’re committed to increasing access to green and ethical investment advice.
Interested in finding out more? Please give us a call on 0114 235 3500 or email us at advice@hamnettwealth.com for more information.
Chartered Status
Our prestigious Chartered status shows we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
SOLLA Accredited Later Life Adviser
Jonathan Rowley, Director and Chartered Financial Planner, is also a SOLLA Accredited Later Life Adviser. SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. The Later Life Adviser Accreditation (LLAA) has now become established as the industry standard of excellence for those advising in the later life market.
Mrs L, Dore, Sheffield
Mr S, Bradway, Sheffield.
Mr C, Dronfield
Mr B, Chesterfield
