BARCHESTER GREEN INVESTMENT

The UK’s longest established Independent Financial Adviser (IFA) specialising in socially responsible, environmental and ethical investment

Barchester Green Investment LLP is authorised and regulated by the FSA to provide independent financial planning advice.

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Barchester Green Investment is a whole of market, fully independent practice. We always offer our clients the choice of paying by commission or by fee.

We work with individuals, social enterprises, charities and private business.

Barchester Green Investment is a Partnership – owned and run by the advisers and support staff. This means clients always deal with a business owner, giving you a committed and personal service.

ABOUT US

WHY CHOOSE BARCHESTER GREEN INVESTMENT?

Independent Financial Advisers

In business for over twenty years

Founder members of the UK Social Investment Forum

Specialists in green, ethical and sustainable investment

You will be working with a business owner – all of our advisers have a vested interest in the long-term health of the business

A highly skilled back office team

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CORPORATE CLIENT SERVICES

We provided a range of services for charities, social enterprises and private businesses, including:

GROUP PERSONAL PENSIONS AND STAKEHOLDER SCHEMES

Bespoke scheme design for small and medium-sized businesses, together with ongoing service and support.

SELF-INVESTED PENSIONS FOR BUSINESS OWNERS (SIPP AND SSAS)

A more specialist pension vehicle that allows for the purchase of commercial property.

EMPLOYEE BENEFITS

“Group” life insurance and income protection.

INVESTMENT SERVICES FOR TRUSTS AND CHARITIES

The Trustees Act 2000 created a number of specific duties for trustees. As a highly experienced whole of market independent intermediary we work to assist trustees with the process of identifying suitable investment providers.

We also provide on-going back office support to reviewing and monitoring investments once in place (a requirement of the Trustees Act 2000).

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OUR VALUES

Barchester Green Investment actively promotes the value of investing in companies which are making a positive contribution to society and the environment.So, where possible, we seek to use suppliers and services which are in keeping with these values.

We also donate a percentage of annual profits to social enterprise businesses and charities.

ENVIRONMENTAL COMMITMENTS

Green themes within our own business include:

Reducing waste and using recycled materials •

Sourcing local suppliers and working with •social enterprise businesses

Working as a partnership – we are structured •as a partnership because we believe this gives the company greater long-term stability

MAINTAINING INDEPENDENCE

Barchester Green Investment is an independent company, owned and run by the advisers and support staff. We are not owned by an insurance or investment company, so the advice you receive is truly impartial

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YOUR ADVISER

TIM BRADFORD

Tim joined Barchester Green Investment in 2005 and gives advice to clients on a wide range of subjects. These include investment advice, retirement planning, mortgages and protection.

Qualifications:

FPC I, II, III Financial Planning CertificateMAQ Mortgage Advice

QualificationER1 Equity Release and

Home Reversion

Head office: 01722 331 241

45–49 Catherine Street Salisbury Wiltshire SP1 2DH

London office: 020 7785 6531

First Floor 1 London Bridge London SE1 9BG

For Tim’s full profile, please visit www.barchestergreen.co.uk/our-people