Transcript of "Barchester green investment introduction tim bradford (2)"
BARCHESTER GREEN INVESTMENTThe UK’s longest established Independent Financial Adviser (IFA)specialising in socially responsible, environmental and ethical investmentBarchester Green Investment Ltd is authorised and regulated by theFinancial Services Authority to provide independent financial planning advice.
ABOUT USBarchester Green Investment Ltd WHY CHOOSE BARCHESTER GREEN INVESTMENT?is a whole of market, fully Independent Financial Advisersindependent practice. In business for over 25 years Founder members of the UK Sustainable InvestmentWe always offer our clients the choice of paying by and Finance Associationadviser charge or by fee. Specialists in green, ethical and sustainable investmentWe work with individuals, social enterprises,charities and private business. Over £100 million of funds under managementBarchester Green Investment Ltd is owned 100% The majority of our advisers have a vested interestby Barchester Green Financial Services LLP whose in the long-term health of the businesspartners are also the company’s staff. This means A highly skilled back office teamclients usually deal with a business owner, givingyou a committed and personal service. 5% of the firm’s profits are donated to charities and social enterprises each year BARCHESTER GREEN INVESTMENT1
YOUR ADVISER TIM BRADFORD (Dip FA) For Tim’s full profile, please visit www.barchestergreen.co.uk/our-people Tim joined Barchester Green Investment in 2005 and gives advice to clients on a Head office: wide range of subjects. These include 01722 331 241 investment advice, retirement planning, mortgages and protection. 45–49 Catherine Street Salisbury Qualifications: Wiltshire SP1 2DH Diploma for Financial Advisers Including: Advanced Financial Planning, London office: Financial Services Regulation and Ethics 020 7922 7748 FPC I, II, III Financial Planning Certificate 32–36 Loman Street MAQ Mortgage Advice London Qualification SE1 0EH ER1 Equity Release and Home Reversion BARCHESTER GREEN INVESTMENT2
OUR SERVICESHere are just some of the areas our advisers ABOUT OUR SERVICEwork 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) andSmall Self Administered Schemes (SSASs) •• Matching your investments with your ethical and environmental valuesRetirement planning •• Simplifying the administration of your financial affairsISAs and other tax efficient investments •• Putting in place a plan to make the most of your moneyLump sum investment and portfolio management •• Recommending other professional serviceMortgages (both commercial and residential) providers where appropriate, such as legalInsurance or accountancy servicesInheritance tax planning BARCHESTER GREEN INVESTMENT3
THE ADVISORY PROCESS1. INFORMATION 2. CONSULTATION 3. RECOMMENDATIONS 4. ACTIONIn 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 helpwe need to understand schedule an appointment recommendations in you complete anyyour circumstances in with you so we can discuss a clear, easy-to-read forms and ensure yoursome depth. To do this your circumstances. report. The report is investments are properlywe will ask you to fill in always open to further set up. This may involve At this meeting we willour financial questionnaire discussion. a further meeting in normally completein detail. This includes order to complete the an ‘attitude to riskyour ethical and necessary paperwork. questionnaire’, discussenvironmental criteria. your ethical concerns, explain our services and 5. REVIEW discuss any charges. See overleaf for The initial consultation is more details. free and you are under no obligation to proceed. BARCHESTER GREEN INVESTMENT4
OUR SERVICE LEVELSOur service levels are designed Our Foundation service is ideal for those lookingto be appropriate for a wide range for a detailed initial analysis, recommendation and plan (usually for a single product) and don’t need on-of clients at different stages of going service and support. For those also lookingtheir lives, and with different for comprehensive ongoing support, we offer ourneeds and objectives. Wealthbuilder service. FOUNDATION WEALTHBUILDERINITIAL ADVICEPersonal Fact Find discussion ü üAttitude to Risk Assessment ü üAdditional questionnaire completion ü ü Service levels continued on next page BARCHESTER GREEN INVESTMENT5
FOUNDATION WEALTHBUILDERRESEARCHFull and independent whole market research ü üA written Suitability Report detailing reasons for recommendationsin view of your circumstances ü üIMPLEMENTATIONHelp with completion of application form from product providerand associated trust literature ü üLiaison with product provider to ensure policy is implemented to your instructions ü üIssue of original policy document ü üONGOING SERVICESAnnual review meeting (by phone or in person) üUnlimited telephone and email access during office hours üChange of address and name notification to your product provider on request ü üForwarded policy statements ü üCopy of our regular Barchester Chronicle magazine ü ü Service levels continued on next page BARCHESTER GREEN INVESTMENT6
FOUNDATION WEALTHBUILDERPORTFOLIO MANAGEMENTSix monthly valuation (on request) üSupport with accessing your portfolio online üPortfolio monitoring under Barchester’s Client Investment Proposition üPROFESSIONALS SERVICEStrategic updates to your accountant and other professional advisers üSupply of end-of-year taxation information üRecommendation of suitable professionals as other needs arise üTAXATION PLANNINGIn conjunction with your accountant and other taxation advisers ü BARCHESTER GREEN INVESTMENT7
OUR VALUESBarchester Green Investment ENVIRONMENTAL COMMITMENTSactively promotes the value of Green themes within our own business include:investing in companies which •• Reducing waste and using recycled materialsare making a positive contribution •• Sourcing local suppliers and working withto society and the environment. social enterprise businessesSo, where possible, we seek to •• Working as a partnership – we believe thisuse suppliers and services which gives the company greater long-term stabilityare in keeping with these values. MAINTAINING INDEPENDENCE Barchester Green Investment is an independent company,We also donate a percentage of owned and run by the advisers and support staff via aannual profits to social enterprise limited liability partnership. We are not owned by an insurance or investment company, so the advice youbusinesses and charities. receive is truly impartial. BARCHESTER GREEN INVESTMENT8
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