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BARCHESTER GREEN INVESTMENT
The UK’s longest established Independent Financial Adviser (IFA)
specialising in socially responsible, environmental and ethical investment




Barchester Green Investment Ltd is authorised and regulated by the FSA
to provide independent financial planning advice.
ABOUT US



Barchester Green Investment is a whole of       WHY CHOOSE
                                                BARCHESTER GREEN INVESTMENT?
market, fully independent practice.
                                                Independent Financial Advisers
We always offer our clients the choice
                                                In business for over twenty years
of paying by commission or by fee.
                                                Founder members of the
                                                UK Social Investment Forum
We work with individuals, social enterprises,
                                                Specialists in green, ethical
charities and private business.
                                                and sustainable investment
                                                You will be working with a business owner
Barchester Green Investment is a                – all of our advisers have a vested interest
Partnership – owned and run by the advisers     in the long-term health of the business
and support staff. This means clients always    A highly skilled back office team
deal with a business owner, giving you a
committed and personal service.

                                                      BARCHESTER GREEN INVESTMENT
1
OUR SERVICES



Most people who approach us want to make a change in their financial lives;
perhaps you are nearing retirement and want to discuss your options, or you are
considering how to plan ahead for the long-term more effectively and efficiently?

Depending on your financial requirements, we can offer different levels of service:

HOLISTIC FINANCIAL REVIEW                                    FINANCIAL HEALTH CHECK
A full financial review looking at all aspects of your       Meeting with an adviser to discuss your
financial planning, taking into account your attitude        financial aims and money management.
to risk, and ethical and environmental criteria.
                                                             FINANCIAL EDUCATION SESSIONS
PORTFOLIO REVIEW
                                                             We run workshops and information events
Providing you with advice relating to a portion of           for clients covering a wide range of financial
your overall savings and investment portfolio.               planning topics.


                                                                                  BARCHESTER GREEN INVESTMENT
2
OUR SERVICES



Here are just some of the areas our advisers   ABOUT OUR SERVICE
work with clients on:
                                               We believe that taking independent financial advice can,
Environmental and ethical investment           and must, produce real benefits for you and your family
                                               in a number of crucial areas, including:
Self Invested Personal Pension (SIPPs) and
Small Self Administered Schemes (SSASs)        • Matching your investments with your ethical
                                                 and environmental values
Retirement planning
                                               • Simplifying the administration of your financial affairs
ISAs and other tax efficient investments
                                               • Putting in place a plan to make the most of your money
Lump sum investment and portfolio management
                                               • Recommending other professional service
Mortgages (both commercial and residential)
                                                 providers where appropriate, such as legal
Insurance                                        or accountancy services
Inheritance tax planning




                                                                    BARCHESTER GREEN INVESTMENT
3
THE ADVISERY PROCESS



1. INFORMATION                2. CONSULTATION               3. RECOMMENDATIONS        4. ACTION
In order to give you the      Once we have received         Your adviser will         If you decide to proceed,
most appropriate advice,      your questionnaire we will    summarise their           your adviser will help
we need to understand         schedule an appointment       recommendations in        you complete any
your circumstances in         with you so we can discuss    a clear, easy-to-read     forms and ensure your
some depth. To do this        your circumstances.           report. The report is     investments are properly
we will ask you to fill in                                  always open to further    set up. This may involve
                              At this meeting we will
our financial questionnaire                                 discussion.               a further meeting in
                              normally complete
in detail. This includes                                                              order to complete the
                              an ‘attitude to risk
your ethical and                                                                      necessary paperwork.
                              questionnaire’, discuss
environmental criteria.
                              your ethical concerns,
                              explain our services and
                              discuss any charges.
                              The initial consultation is
                              free and you are under
                              no obligation to proceed.

                                                                                BARCHESTER GREEN INVESTMENT
4
FOLLOW UP WORK/ONGOING REVIEW PROCESS



Our aim is to build a long-term        ANNUAL REVIEWS

relationship with you, which,          We will write to you on an agreed date each year
                                       requesting a review meeting for a date that suits you.
over time, will help you make
the best use of your money.            At annual review meetings we usually cover:
                                       • Performance against relevant ‘benchmarks’
Even the best financial plans will     • Changes in circumstances
be subject to changes, either as       • Portfolio rebalancing
a result of new taxation rules or      • Changes to taxation rules
as a result of changes in your         • Forward planning and assessing
circumstances. For this reason           if your objectives changed
we recommend that you meet             From the results of the review meeting,
with your adviser at least annually.   we then agree a new action plan.



                                                            BARCHESTER GREEN INVESTMENT
5
OUR VALUES



Barchester Green Investment           ENVIRONMENTAL COMMITMENTS

actively promotes the value of        Green themes within our own business include:
investing in companies which          • Reducing waste and using recycled materials
are making a positive contribution    • Sourcing local suppliers and working with
to society and the environment.         social enterprise businesses
So, where possible, we seek to        • Working as a partnership – we are structured
use suppliers and services which        as a partnership because we believe this gives
                                        the company greater long-term stability
are in keeping with these values.
                                      MAINTAINING INDEPENDENCE
We also donate a percentage of        Barchester Green Investment is an independent company,
annual profits to social enterprise   owned and run by the advisers and support staff. We are
                                      not owned by an insurance or investment company, so
businesses and charities.
                                      the advice you receive is truly impartial


                                                          BARCHESTER GREEN INVESTMENT
6
YOUR ADVISER



               TIM BRADFORD                                Qualifications:
               Tim joined Barchester Green Investment      FPC I, II, III   Financial Planning Certificate
               in 2005 and gives advice to clients on a    MAQ              Mortgage Advice
               wide range of subjects. These include                        Qualification
               investment advice, retirement planning,     ER1              Equity Release and
               mortgages and protection.                                    Home Reversion

               For Tim’s full profile, please visit www.barchestergreen.co.uk/our-people


               Head office:                                London office:
               01722 331 241                               020 7785 6531
               45–49 Catherine Street                      First Floor
               Salisbury                                   1 London Bridge
               Wiltshire                                   London
               SP1 2DH                                     SE1 9BG


                                                                  BARCHESTER GREEN INVESTMENT
7

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Barchester Green Investment Introduction Tim Bradford

  • 1. BARCHESTER GREEN INVESTMENT The UK’s longest established Independent Financial Adviser (IFA) specialising in socially responsible, environmental and ethical investment Barchester Green Investment Ltd is authorised and regulated by the FSA to provide independent financial planning advice.
  • 2. ABOUT US Barchester Green Investment is a whole of WHY CHOOSE BARCHESTER GREEN INVESTMENT? market, fully independent practice. Independent Financial Advisers We always offer our clients the choice In business for over twenty years of paying by commission or by fee. Founder members of the UK Social Investment Forum We work with individuals, social enterprises, Specialists in green, ethical charities and private business. and sustainable investment You will be working with a business owner Barchester Green Investment is a – all of our advisers have a vested interest Partnership – owned and run by the advisers in the long-term health of the business and support staff. This means clients always A highly skilled back office team deal with a business owner, giving you a committed and personal service. BARCHESTER GREEN INVESTMENT 1
  • 3. OUR SERVICES Most people who approach us want to make a change in their financial lives; perhaps you are nearing retirement and want to discuss your options, or you are considering how to plan ahead for the long-term more effectively and efficiently? Depending on your financial requirements, we can offer different levels of service: HOLISTIC FINANCIAL REVIEW FINANCIAL HEALTH CHECK A full financial review looking at all aspects of your Meeting with an adviser to discuss your financial planning, taking into account your attitude financial aims and money management. to risk, and ethical and environmental criteria. FINANCIAL EDUCATION SESSIONS PORTFOLIO REVIEW We run workshops and information events Providing you with advice relating to a portion of for clients covering a wide range of financial your overall savings and investment portfolio. planning topics. BARCHESTER GREEN INVESTMENT 2
  • 4. OUR SERVICES Here are just some of the areas our advisers ABOUT OUR SERVICE work with clients on: We believe that taking independent financial advice can, Environmental and ethical investment and must, produce real benefits for you and your family in a number of crucial areas, including: Self Invested Personal Pension (SIPPs) and Small Self Administered Schemes (SSASs) • Matching your investments with your ethical and environmental values Retirement planning • Simplifying the administration of your financial affairs ISAs and other tax efficient investments • Putting in place a plan to make the most of your money Lump sum investment and portfolio management • Recommending other professional service Mortgages (both commercial and residential) providers where appropriate, such as legal Insurance or accountancy services Inheritance tax planning BARCHESTER GREEN INVESTMENT 3
  • 5. THE ADVISERY PROCESS 1. INFORMATION 2. CONSULTATION 3. RECOMMENDATIONS 4. ACTION In order to give you the Once we have received Your adviser will If you decide to proceed, most appropriate advice, your questionnaire we will summarise their your adviser will help we need to understand schedule an appointment recommendations in you complete any your circumstances in with you so we can discuss a clear, easy-to-read forms and ensure your some depth. To do this your circumstances. report. The report is investments are properly we will ask you to fill in always open to further set up. This may involve At this meeting we will our financial questionnaire discussion. a further meeting in normally complete in detail. This includes order to complete the an ‘attitude to risk your ethical and necessary paperwork. questionnaire’, discuss environmental criteria. your ethical concerns, explain our services and discuss any charges. The initial consultation is free and you are under no obligation to proceed. BARCHESTER GREEN INVESTMENT 4
  • 6. FOLLOW UP WORK/ONGOING REVIEW PROCESS Our aim is to build a long-term ANNUAL REVIEWS relationship with you, which, We will write to you on an agreed date each year requesting a review meeting for a date that suits you. over time, will help you make the best use of your money. At annual review meetings we usually cover: • Performance against relevant ‘benchmarks’ Even the best financial plans will • Changes in circumstances be subject to changes, either as • Portfolio rebalancing a result of new taxation rules or • Changes to taxation rules as a result of changes in your • Forward planning and assessing circumstances. For this reason if your objectives changed we recommend that you meet From the results of the review meeting, with your adviser at least annually. we then agree a new action plan. BARCHESTER GREEN INVESTMENT 5
  • 7. OUR VALUES Barchester Green Investment ENVIRONMENTAL COMMITMENTS actively promotes the value of Green themes within our own business include: investing in companies which • Reducing waste and using recycled materials are making a positive contribution • Sourcing local suppliers and working with to society and the environment. social enterprise businesses So, where possible, we seek to • Working as a partnership – we are structured use suppliers and services which as a partnership because we believe this gives the company greater long-term stability are in keeping with these values. MAINTAINING INDEPENDENCE We also donate a percentage of Barchester Green Investment is an independent company, annual profits to social enterprise owned and run by the advisers and support staff. We are not owned by an insurance or investment company, so businesses and charities. the advice you receive is truly impartial BARCHESTER GREEN INVESTMENT 6
  • 8. YOUR ADVISER TIM BRADFORD Qualifications: Tim joined Barchester Green Investment FPC I, II, III Financial Planning Certificate in 2005 and gives advice to clients on a MAQ Mortgage Advice wide range of subjects. These include Qualification investment advice, retirement planning, ER1 Equity Release and mortgages and protection. Home Reversion For Tim’s full profile, please visit www.barchestergreen.co.uk/our-people Head office: London office: 01722 331 241 020 7785 6531 45–49 Catherine Street First Floor Salisbury 1 London Bridge Wiltshire London SP1 2DH SE1 9BG BARCHESTER GREEN INVESTMENT 7