We are proud to anounce that Corporate Vision have named Equity Invest as:
Best Boutique Ethical Investments Firm 2016
Equity Invest is a local, independent company providing relationship-based investment advice to private clients, businesses and charities. We distinguish ourselves within our market by putting the true meaning of the word 'Equity' at the heart of all that we do here ... and for us that means fairness to all.
Fair to you: We offer a free initial consultation with no obligation, as well as a transparent fee structure.
Fair to them: We encourage our clients to consider the wider implications of their investment decisions, recognising the unique opportunity of shareholders to influence companies in areas such as environmental care and human rights.
Fair to us: Our fee structure has enabled us to build a sustainable and profitable business.
Above all, we offer you a personal, local service and are pleased that many of our clients have been with us for a very long time. We are careful to manage the number of clients we help, as we prefer to provide the highest possible standards rather than trying to be all things to all people.
Every client's circumstances are unique and we will individually help you to invest and organise your money in ways suitable to your circumstances and beliefs - be it a guaranteed regular income or capital growth - making sure you are minimising or avoiding taxation.
"First and foremost, I know my financial affairs are safe with Equity Invest. I would not hesitate in recommending them."Jonathan Edwards, CBE
Client of 10 years