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
Financial Services Authority to provide independent financial planning advice.

2. ABOUT US
Barchester Green Investment Ltd WHY CHOOSE
BARCHESTER GREEN INVESTMENT?
is a whole of market, fully
Independent Financial Advisers
independent practice.
In business for over 25 years
Founder members of the UK Sustainable Investment
We always offer our clients the choice of paying by
and Finance Association
adviser charge or by fee.
Specialists in green, ethical and sustainable investment
We work with individuals, social enterprises,
charities and private business. Over £100 million of funds under management
Barchester Green Investment Ltd is owned 100% The majority of our advisers have a vested interest
by Barchester Green Financial Services LLP whose in the long-term health of the business
partners are also the company’s staff. This means A highly skilled back office team
clients usually deal with a business owner, giving
you a committed and personal service. 5% of the firm’s profits are donated to charities
and social enterprises each year
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3. 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
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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
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5. THE ADVISORY 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 5. REVIEW
discuss any charges. See overleaf for
The initial consultation is more details.
free and you are under
no obligation to proceed.
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6. OUR SERVICE LEVELS
Our service levels are designed Our Foundation service is ideal for those looking
to 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 looking
their lives, and with different for comprehensive ongoing support, we offer our
needs and objectives. Wealthbuilder service.
FOUNDATION WEALTHBUILDER
INITIAL ADVICE
Personal Fact Find discussion ü ü
Attitude to Risk Assessment ü ü
Additional questionnaire completion ü ü
Service levels continued on next page
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7. FOUNDATION WEALTHBUILDER
RESEARCH
Full and independent whole market research
ü ü
A written Suitability Report detailing reasons for recommendations
in view of your circumstances ü ü
IMPLEMENTATION
Help with completion of application form from product provider
and associated trust literature ü ü
Liaison with product provider to ensure policy is implemented to your instructions ü ü
Issue of original policy document ü ü
ONGOING SERVICES
Annual review meeting (by phone or in person) ü
Unlimited telephone and email access during office hours ü
Change of address and name notification to your product provider on request ü ü
Forwarded policy statements ü ü
Copy of our regular Barchester Chronicle magazine ü ü
Service levels continued on next page
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8. FOUNDATION WEALTHBUILDER
PORTFOLIO MANAGEMENT
Six monthly valuation (on request) ü
Support with accessing your portfolio online ü
Portfolio monitoring under Barchester’s Client Investment Proposition ü
PROFESSIONALS SERVICE
Strategic updates to your accountant and other professional advisers ü
Supply of end-of-year taxation information ü
Recommendation of suitable professionals as other needs arise ü
TAXATION PLANNING
In conjunction with your accountant and other taxation advisers ü
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9. 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 believe this
use suppliers and services which gives the company greater long-term stability
are 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 a
annual profits to social enterprise limited liability partnership. We are not owned by an
insurance or investment company, so the advice you
businesses and charities.
receive is truly impartial.
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