Sustainability & Finance

The European commission launches sustainable finance action plan.

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We have updated our terms of business as follows under Sustainability Factors:


Sustainability Factors – Investment/IBIPs/Pension Advice

When providing advice, the firm does not consider the adverse impacts of investment decisions on sustainability. “The firm will review this approach on an annual basis in (December 2022)”.


To read our full terms of business document click here.

Should you require more information please write to our Compliance Officer and send to our offices here.