Alternative Investments

A Fresh Approach

If you prefer the alternative approach to investment planning, we can work together to create an ethical portfolio which align with your opinions and values on Environmental, Social and Governance (ESG) criteria, looking at the ethical impact of investing in a company, their future financial performance and sustainability.

Where appropriate to your circumstances we will consider the tax benefits and all risks associated with investing in Enterprise Investment Schemes (EIS) to support smaller enterprises trading in an arena which may be of significant interest, Seed Enterprise Investment Schemes (SEIS) which offer tax relief for those investing in early-stage companies and Venture Capital Trusts (VCT) designed to provide venture capital for small expanding companies.