The Mindful Money awards celebrate organisations, people and funds who are really making a difference in the world of ethical investment.
Last week, we were awarded Highly Commended in the Best Ethical Financial Adviser category – in essence, runner-up. Given the stiff competition we’re absolutely delighted. It’s a real credit to our passionate team.
The judges commented that we “demonstrated good processes for discussing ethical preferences with clients, encompassing family and community relationships. They provide clients with clear communications and good documentation, including information on what is excluded in portfolios and what is included.”
Following our wins in 2022 and 2023, it means we’ve been a finalist four years in a row and winner or runner-up three years in a row – an achievement no other advisory firm has matched.
