Increasingly many of our clients, now approaching retirement, have expressed a growing desire to 'put something back' and seek to incorporate a range of socially responsible and ethical investments into their portfolio. To help clients do this we can develop a well balanced and diversified investment portfolio that not only takes care of their financial needs, but also allows them to meet what they see as their societal and personal needs. We base our business around the provision of strong financial strategies, incorporating advice on both structural strategies and the placement of funds into appropriate investments.
DISCLAIMER: This information has been prepared by RIAA based on material provided by Richard Press. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or individual Financial Adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an Adviser.
Increasingly many of our clients, now approaching retirement, have expressed a growing desire to 'put something back' and seek to incorporate a range of socially responsible and ethical investments into their portfolio. To help clients do this we can develop a well balanced and diversified investment portfolio that not only takes care of their financial needs, but also allows them to meet what they see as their societal and personal needs. We base our business around the provision of strong financial strategies, incorporating advice on both structural strategies and the placement of funds into appropriate investments.
