Database of advisers
It is important that your charity takes proper advice before making investment decisions. This section provides details of organisations and individuals that state they can provide advice and information on SRI to charities.
All information is based on details supplied by the advisers concerned in response to a questionnaire. CharitySRI.org does not make recommendations about any advisers included in this database and has not verified the claims that they make. CharitySRI.org does not give financial advice or offer investment management services.
Please refer to how to select an adviser for guidance on the issues to consider when choosing an adviser to work with.
Many fund managers also offer advice. The Database of funds and fund managers indicates which state that they could provide advice and guidance on SRI investments.
To ensure we continue to provide a useful service we would like your feedback if you use any of the financial advisers featured in this database. Advisers wishing to be included in the database should also contact us.
Click on the links below for further details of the advisers:
| Adviser | Location | |
| Barnett Waddingham LLP | Liverpool | |
| BDO Stoy Hayward Investment Management Limited | London | |
| Bell Lawrie | Edinburgh | |
| Bresnan Walsh Chartered Accountants | Liverpool | |
| Bridge Independent Financial Services Ltd | Margate | |
| Bromige Limited | East Sussex | |
| Church Hill Finance | East Barnet | |
| Dickinson Dees LLP | Newcastle upon Tyne | |
| EIRIS | London | |
| Ethical Investment Co-operative Ltd | North Yorkshire | |
| Ethical Investors Group | Cheltenham | |
| Ethical Screening | Cheltenham | |
| FW Stephens Financial Limited | London | |
| The GÆIA Partnership | Manchester | |
| Haysmacintyre Financial Planning | London | |
| Independent Investment Reviews Limited | London | |
| Jewson Associates Limited | London | |
| Kingswood Consultants | Bicester | |
| Peter Jones | London | |
| Towers of Taunton (Financial Services) | Taunton |
Barnett Waddingham LLP
Address: Cunard Building, Pier Head, Liverpool, L3 1EG
Contact:
Adam Walker
Position: Partner
Telephone: 0151 235 6600
Email: adam.walker@barnett-waddingham.co.uk
Website: www.barnett-waddingham.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: no
Number of charities advised on this issue in the last five years:
Experience of providing advice on SRI issues: no
Has a specialist SRI team/representative: no
BDO Stoy Hayward Investment Management Limited
Address: 8 Baker St, London, W1U 3LL
Contact: James Sumpter
Position: Investment Consultant
Telephone: 0207 893 2144
Email: james.sumpter@bdo.co.uk
Website: www.bdo.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: yes
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years:difficult to say across the firm as a whole as we have consultants in offices across the country. Personally I have worked on two of our charitable clients in the past 12 months selecting the most appropriate ethical investments.
Experience of providing advice on SRI issues: See above
Has a specialist SRI team/representative: no
Bell Lawrie
Address: 7 Drumsheugh Gardens, Edinburgh, EH3 7QH
Contact: Nick Liddle
Position: Senior Divisional Director
Telephone: 0131 225 2566
Email: nick.liddle@bell-lawrie.co.uk
Website: www.bell-lawrie.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: yes
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years:30
Experience of providing advice on SRI issues: this ranges from charities who might want to avoid certain specific areas to a full "light" green or "dark" green investment policy, depending on the charity's requirements. we subscribe to eiris and put forward negative and positive lists of criteria from which charities (and other clients) can choose
Has a specialist SRI team/representative:no
Bresnan Walsh Chartered Accountants
Address: 3 Temple Square, Liverpool, L2 5BA
Contact: Peter Taaffe
Position: Principal
Telephone: 0151 236 1494
Email: peter@bresnanwalsh.co.uk
Website: www.bresnanwalsh.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: no
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years:5
Experience of providing advice on SRI issues: good
Has a specialist SRI team/representative:no
Bridge Independent Financial Services Ltd
Address: 61 Northdown Road, Cliftonville, Margate, Kent T9 2RJ
Contact: Sarah Jordan
Position: Director
Telephone: 0845 450 0046 / 0800 389 4638
Email: life@bridgeinsurance.com
Website: www.bridgeinsurance.com
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years:2
Experience of providing advice on SRI issues: good
Has a specialist SRI team/representative:no
Bromige Limited
Address: 22 Hartfield Road,
Forest Row, East Sussex, RH18 5DY
Contact: Christian Thal-Jantzen
Position: Director
Telephone: 01342 826703
Email: christian@bromige.co.uk
Website: www.Bromige.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years:19
Experience of providing advice on SRI issues: Bromige has been at the forefront of ethical financial advice since 1979 having implemented one of the earliest ethical final salary pension schemes in 1979. We advised the trustees on their current investment policy and its implementation including the ethical policy which forms part of it. In 1986 we launched the second ehtical collective investment fund. For 18 years we have been responsible for organising the ethical policy implementation Committee.
Bromige has a long track record of advising charities on ethical and SRI group pension schemes.
We receive a quarter of our earnings from charities all of which pursue an ehtical / SRI investment policy and 80% of our other clients choose an ethical / SRI investment strategy.
Has a specialist SRI team/representative:yes, two dedicated indepentent financial advisers together with their support team specialise in ethical investment advice for companies, schools, various Trusts and Foundations as well as individuals.
Church Hill Finance
Address: 180 Church Hill Road, East Barnet, Herts, EN4 8PP
Contact: Anthony Badaloo MCMI
Position: Principal
Telephone: 0845 450 0046 / 0800 389 4638
Email: admin@church-hill.net
Website: www.bridgeinsurance.com
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years:2
Experience of providing advice on SRI issues: provided SRI advice since 1987
Has a specialist SRI team/representative:yes - 3 - 15 yrs experience
Dickinson Dees LLP
Address: St Ann's Wharf, 112 Quayside, Newcastle upon Tyne, NE99 1SB
Contact: Simon Patterson
Position: Senior Analyst
Telephone: 0191 279 9651
Email: simon.patterson@dickinson-dees.com
Website: www.dickinson-dees.com
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: yes
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: figure unknown
Experience of providing advice on SRI issues: Dickinson Dees LLP have the top ranked Charity Law team in
the North East according to the Legal 500, whilst our Financial Planning Group hold over
£1bn in assets for clients.
Has a specialist SRI team/representative:yes, our Charity Team
includes specialists in Charity Law, accountancy, taxation and financial planning issues
including SRI.
EIRIS
Address: 80-84 Bondway, London, SW8 1SF
Contact: Victoria Woodbridge
Position: Senior Client Relationship Manager
Telephone: 0207 840 5701
Email: victoria@eiris.org
Website: www.eiris.org
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: no
Manager selection: no
Performance analysis: no
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: 40+
Experience of providing advice on SRI issues: EIRIS has almost 25 years of experience in ethical investment research. We cover over 200 areas of research including environment, human rights, governance and traditional sins. We have global coverage of over 2800 listed companies and are able to assist in negative, positive and best of sector screening together with sustainability based approaches. EIRIS is owned by a non profit foundation and is truly objective in the information that is provided.
Has a specialist SRI team/representative: yes, 45+ We have over 30 SRI analysts mainly based in London. We have a client team to facilitate UK and global clients.
The Ethical Investment Co-operative Ltd
Address: The Station, Station Yard, Richmond, North Yorkshire DL10 4LD
Contact: Andy Woodmancy
Position: Director
Telephone: 015394 88227
Email: andywood@gn.apc.org
Website: www.ethicalmoney.org
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: 4
Experience of providing advice on SRI issues: We are independent advisers who have been providing specialist ethical investment advice for the last 10 years, working with individuals, companies, trustees and charities. In recognition of this we have been appointed by Amnesty International to provide advice to their supporters.
Has a specialist SRI team/representative: yes, 2 Directors/IFAs specialising in ethical/SRI
Ethical Investors Group
Address: Montpellier House 47 Rodney Road, Cheltenham, GL50 1HX
Contact: Lee Coates, ACII, AIFP
Position: Director
Telephone: 01242 539848
Email: lee@ethicalinvestors.co.uk
Website: www.ethicalinvestors.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: n/a
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: yes
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: 50
Experience of providing advice on SRI issues: 17 years advising on SRI only
Has a specialist SRI team/representative:yes -5
Ethical Screening
Address: 47 Rodney Road Cheltenham Gloucestershire GL50 1HX
Contact: Gerard Llewellyn
Position:Analyst
Telephone: 01242 539850
Email: info@ethicalscreening.com
Website: www.ethicalscreening.com
Investment
Offers advice on:
Investment strategy: n/a
Asset allocation: n/a
Manager selection: n/a
Performance analysis: n/a
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: more than 35
Experience of providing advice on SRI issues: Advice on SRI/CSR has been the sole activity of the company since it was founded in 1998
Has a specialist SRI team/representative:yes -5
FW Stephens Financial Limited
Address: 43rd Floor, 24 Chiswell Street, London EC1Y 4YX
Contact: Simon Bonnett
Position: Head of Compensation and Benefits
Telephone: 020 7382 1820
Email: simon.bonnett@fwstephens.co.uk
Website: www.fwstephens.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: yes
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: 12
Experience of providing advice on SRI issues: Since 1998, providing advice to pension scheme trustees and scheme members, aligning charitable aims and members needs with suitable SRI investment strategies
Has a specialist SRI team/representative:yes, Simon Bonnett, Head of Compensation and Benefits
The GÆIA Partnership
Address: 1 The Arcade, 839 Wilmslow Road, Manchester, M20 5WD
Contact: Brigid Benson
Position: IFA and Managing Director
Telephone: 0161 434 4681
Email: office@gaeia.co.uk
Website: www.gaeia.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: 5-10
Experience of providing advice on SRI issues: 18 years experience
Has a specialist SRI team/representative: yes, 5 advisers, all experienced in SRI and financial services.
Haysmacintyre Financial Planning
Address: Fairfax House 15 Fulwood Place London WC1V 6AY
Contact: Roger Puffett
Position: Senior Consultant
Telephone: 0207 969 5500
Email: rpuffett@hmfp.co.uk
Website: www.haysmacintyre.com
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: 5
Experience of providing advice on SRI issues:
Advice on SRI portfolio design, ongoing portfolio management and benchmarking against market inicators and client specific SRI criteria.
Has a specialist SRI team/representative:yes, advisers supported by the research facilities of AWD Chase de Vere Wealth Management Limited.
Independent Investment Reviews Limited
Address: 16-19 Southampton Place, London WC2A 2AJ
Contact: Neil Thomas
Telephone: 020 7745 7274
Email: charities@independentreviews.co.uk
Website: www.independentreviews.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: 40
Experience of providing advice on SRI issues: As part of our service we review each charities investment needs including their ethical and SRI policy. Approximately 50% of our clients investments have SRI or ethical investment policies that effect the way they invest. We actively assist them to ensure that these policies are reflected within their investments.
Has a specialist SRI team/representative:no
Jewson Associates Limited
Address: 12-14 Mason's Avenue, London EC2V 5BB
Contact: Alice Ryder
Position
Director
Telephone: 020 7367 0020
Email: a.ryder@jewsonassociates.com
Website: www.jewsonassociates.com
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: More than ten
Experience of providing advice on SRI issues: Advice on SIPs (Statements of Investment Principles), benchmarks, general advice on SRI policies especially to higher education sector and well known charities.
Has a specialist SRI team/representative: no
Kingswood Consultants
Address: Kingswood House, 29 North Street, Bicester, Oxon, OX26 6NB
Contact: Michael Daniels, CFP AIFP DipPFS
Position: Principal
Telephone: 01869 252545
Email: mike@kingswoodconsultants.com
Website: www.kingswoodconsultants.com
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: 5+
Experience of providing advice on SRI issues: We have been advising on all aspects of SRI dating back to 1984 when the first ethically screened investment fund was launched. We are founding members of UKSIF, EIRIS and the EIA and were authors of the UK's first ever guide to ethical investments.
Has a specialist SRI team/representative: yes, we are one of the most experienced specialists in this field, with over 30 years in the financial services profession. All our advisers specialise in ethical investment and are qualified to Certified Financial Planner status.
Peter Jones
Address: 21A Vincent Square London SW1P 2NA
Contact: Peter Jones
Telephone: 020 7834 1068
Email: peterderekjones@yahoo.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: 2
Experience of providing advice on SRI issues: Over 10 years, commencing as Investment Director of Friends Provident
Has a specialist SRI team/representative: no
Towers of Taunton (Financial Services) LTD
Address: The Post House, Church Square,
Taunton, Somerset, TA1 1SA
Contact: Dr Robin Keyte
Position:Director
Telephone: 01823 324432
Email: robin@towersoftaunton.co.uk
Website: www.towersoftaunton3.co.uk
Investment
Offers advice on:
Investment strategy: yes
Asset allocation: yes
Manager selection: yes
Performance analysis: yes
Authorised to carry out discretionary investment management: no
Responsible Investment
Offers advice on development and implementation of SRI policy: yes
Has advised charity clients on SRI policies: yes
Number of charities advised on this issue in the last five years: One charity on the reinvestment of their existing portfolio in order to meet specific ethical screens
Experience of providing advice on SRI issues: 10 Years of providing financial advice in the area of SRI
Has a specialist SRI team/representative: yes, 2 -
One Chartered and Certified financial Planner and a trainee
Other information: Robin Keyte is a Chartered Financial Planner and a Certified financial Planner certificant. He is a strong campaigner for increasing awareness of socially responsible investment within the industry
He is a founder member of the ethical investment association and a director of the UK social investment forum. In the past he has collaborated with organisations such as AXA and the Wessex reinvestment trust. Recent events saw Robin participate on money box live a national BBC radio 4 program regarding the caller’s socially responsible investment concerns
