ADVISING ON GREEN AND ETHICAL INVESTMENT - CASE STUDIES

Green and ethical investment may help you attract and retain clients, but for some advisers, it's still hard to know where to begin. We offer these case studies from fellow financial advisers to show how advising on green and ethical investment can be part of any mainstream financial practice.

Amanda Davidson, Baigrie Davies

Amanda Davidson, Director at Baigrie Davies shows how she approaches the ethical question with her clients, and talks about what motivates her clients to choose a green and ethical investment. Read Amanda Davidson's case study.

Jonathan Hill, Milford & Dormor

Jonathan C Hill, Certified Financial Planner at solicitors' firm Milford & Dormor, shares how he put together a portfolio for one client which included green and ethical investment options. Read Jonathan Hill's case study.

Robin Keyte, Towers of Taunton

Robin Keyte is Certified Financial Planner at Towers of Taunton Chartered Financial Planners and was recently named Cautious Investment Planner and Wealth Management Planner of the Year by Money Management. He takes us through his ethical investment advice process. Read Robin Keyte's Case Study.

Have a case study to share? E-mail us at financial.adviser@neiw.org.

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