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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 is a WHY CHOOSE BARCHESTER GREEN INVESTMENT?whole of market, fully independent practice. Independent Financial AdvisersWe always offer our clients the choice of In business for over 25 yearspaying by commission or by fee. Founder members of the UK Social Investment ForumWe work with individuals, social enterprises, Specialists in green, ethicalcharities and private business. and sustainable investment The majority of our advisersBarchester Green Investment Ltd is owned 100% have a vested interest in theby Barchester Green Financial Services LLP long-term health of the businesswhose partners are also the company’s staff. A highly skilled back office teamThis means clients usually deal with abusiness owner, giving you a committedand personal service. BARCHESTER GREEN INVESTMENT1
OUR SERVICESMost 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 areconsidering 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 CHECKA full financial review looking at all aspects of your Meeting with an adviser to discuss yourfinancial planning, taking into account your attitude financial aims and money management.to risk, and ethical and environmental criteria. FINANCIAL EDUCATION SESSIONSPORTFOLIO REVIEW We run workshops and information eventsProviding you with advice relating to a portion of for clients covering a wide range of financialyour overall savings and investment portfolio. planning topics. 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 discuss any charges. The initial consultation is free and you are under no obligation to proceed. BARCHESTER GREEN INVESTMENT4
OUR ONGOING COMMITMENT TO YOUOur aim is to build a long-term 1. WEALTH MANAGEMENT SERVICErelationship with you, which, A full Annual Review will be carried out once a year as aover time, will help you make minimum (further reviews subject to individual agreement between you and your adviser) and will consist of:the best use of your money. • A review of your portfolio asset allocationEven the best financial plans will be subject to • Factfind update including a review of your risk profilechanges, either as a result of new taxation rules and the continued suitability of your portfolioor as a result of changes in your circumstances. • A tax planning review (if necessary)For this reason we recommend that you meetwith your adviser at least annually. • Completion of an asset allocation rebalancing exercise where appropriateWith this is mind we have developed a numberof options designed to meet the needs and For further details of the services provided please refer toexpectations of our various clients. the cost of services document. BARCHESTER GREEN INVESTMENT5
OUR ONGOING COMMITMENT TO YOU2. THE INTERMEDIATE SERVICE 3. THE STANDARD SERVICEYou will be contacted in person by your adviser You will be contacted by your adviser in writing once a yearon an annual basis following an asset allocation requesting an update of your personal details and circumstances,portfolio review. and to enquire whether you would like a Full Review.A full review will be offered if deemed A full review will be subject to a charge.necessary and will be subject to a charge. Your adviser will be available to provide you with generalFor further details of the services provided information and guidance. This service may be subject to anplease refer to the cost of services document. additional charge depending on the nature of the request; the level of work involved and is at the adviser’s discretion We will inform you in writing, on an ad-hoc basis, of any issues we feel to be significant affecting any investments/ fund you have with us. You will be sent the company newsletter, the ‘Barchester Chronicle’, at least once per annum. BARCHESTER GREEN INVESTMENT6
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 INVESTMENT7
YOUR ADVISER JOHN DITCHFIELD Qualifications: John joined Barchester in 2004 and JO6 Diploma Investment Principles is one of our five managing partners. and Markets Based in central London, John works CF2 Investment and Risk with clients across the UK and Europe. CF9 Pension Simplification For John’s full profile, please visit www.barchestergreen.co.uk/our-people Direct telephone: Barchester Green Investment LLP 020 7002 1358 60 Cannon Street London EC4N 6NP BARCHESTER GREEN INVESTMENT8