Aligning financial performance with social responsibility
Investing in a green and ethical stock or fund can be a very positive choice for clients; seeing them align their investments with helping society and the environment.
Sustainable, green and ethical investments look at the wider impact of investing on society and the environment when seeking financial returns. They take into account social or environmental criteria in addition to financial criteria.
The terms ‘green’ and ‘ethical’ can apply to many different types of financial products and investments. Options exist for investment funds, pension schemes, savings accounts, and even mortgages.
Many investors prefer instead to opt for ethical funds, which invest in a broad range of socially responsible companies.
Bridge Investments has particular expertise in working with clients in relation to green and ethical investment strategies.
My advisor at Bridge Investments partners is knowledgeable, well informed and not afraid to tell me things I might not want to hear. We make investment calls jointly, which is important, but the decisions are still mine.
…in March 2010 I signed up with Bridge Investments Partners, and they have provided me with financial advice and services to my satisfaction. I can recommend the services of Bridge as financial advisers and as a company. They are friendly and easy to get along with.
Angus Kirk has acted as a Financial Advisor to myself and my wife for nearly 10 years. When the company for whom he worked was acquired by another company, I decided to stay with Angus as I had always found him to be a man of integrity. He commenced business on his own account but has retained the “personal touch” when dealing with our investment requirements and his associates and staff are also diligent and helpful when required. I would have no hesitation in recommending Angus to any potential future clients.
A true financial partner, I have absolutely no hesitation in recommending him to anyone seeking more effective wealth management. He has been of immense help to me, not only in organising my financial affairs more advantageously and obtaining better value in terms of investment costs, but in terms of his patience in explaining his recommendations. Angus Kirk is a rare find – a highly responsive financial adviser who identifies his clients’ needs intelligently and then explains his recommended strategies in a straightforward and totally transparent way.