Successful investing can be one of the most difficult but rewarding aspects of managing your money. Getting it right can dramatically affect your future standard of living. Find out more about our specialist wealth management service.
We offer a range of investment options that challenge the traditional “profit first” approach to capital, by investing in companies that improve their environmental footprint.
In conjunction with True Potential, we offer some truly innovative, technology-led savings options. ImpulseSave® is a first-of-its-kind technology that helps you add money to your investments in an instant. We believe that ImpulseSave® can change your savings habits for the better, and pay lower charges too.
With most of us spending decades in retirement it’s vital to have enough money to live on. However, most people want to live and not just survive, so building a retirement fund should be one of life’s major goals. Read more about the specialist pensions advice that we provide and how we can help you to plan for a more prosperous retirement.
Successful investing can be one of the most difficult but rewarding aspects of managing your money. At Apex CB Financial Planning we’ve been helping our clients in Poole, and across Dorset and Hampshire, to manage their investments for more than 15 years. read more
In conjunction with True Potential, Apex CB Financial Planning is able to offer some truly innovative, technology-led savings options. impulseSave® is a first-of-its-kind technology that helps you add money to your investments in an instant. We believe that impulseSave® can change your habits and the way you invest your money for the better. read more
Retirement planning is about making sure that you have enough money to live on when you retire. But it goes further than that – most people want to live and not just survive, so building a retirement fund should be one of life’s major goals. At Apex CB Financial Planning we offer specialist retirement planning advice. read more
For some, transferring a Defined Benefits pension scheme into a personal pension can be the best way to stay in control of your pension benefits, and secure the best deal for you and your family. read more
Helping clients with successful and sustainable investing and wealth management is what we do. We have a strong belief that successful investing requires a sustainable approach. This is not only good for our world, but leads to better long-term growth of your capital. Research shows that sustainable investing leads to better growth. Companies that meet strict environmental controls are more profitable and more likely to survive. So, we encourage our clients to invest in strategies that have positive impacts on Environmental factors, Social Responsibility and strong corporate Governance (known as ESG or Impact Investing).
Impact investing seeks to generate social impact alongside financial return
This investment often brings together capital and expertise from the public, private and not-for-profit sectors to achieve a social objective. You can make investments into companies, organisations or funds, whether they be not-for-profit or for-profit.
You can also make Social impact investments to finance social services and social infrastructure. In these types of arrangements, payments are normally made based on achieving agreed social outcomes rather than on inputs or activities.
Social impact investing seeks to generate social impact alongside (not instead of) an acceptable rate of financial return for the individual investor.
Impact investing in the long term
A remarkable transformation is underway, reflecting an increasing awareness among businesses of the need to create a more sustainable world. This approach is recognises that investing towards this goal can enhance, not detract from, long-term portfolio returns. This is a significant opportunity for change, irrespective of the political forces that often seem to work in opposition to these interests.
Impact investing encourages a forward-looking view of where the world is heading, with investors essentially buying tomorrow’s leading companies today. It is taking a truly long-term approach to investing.
This focus on long-term value creation requires sustainable business models. Forward-looking companies are aiming to reduce their environmental footprint, reduce their fuel, energy and water consumption and create less waste. Similarly, a company that treats the workforce well improves long-term profitability, while badly-governed companies destroy value. This in turn leads to better growth and profitability.
Today’s consumers increasingly demand that companies act to preserve the environment and combat social problems. The UN Sustainable Development Goals, linked to the most important sustainability challenges that humanity faces, show that firms must therefore work harder than ever before.
In a challenging world, the way companies manage their impacts is integral to how they manage risk. Ultimately, this affects how they make strategic decisions.
Our sustainable investment partners
We give you peace of mind to get on with your life without worrying about where your money is invested. We know no-one has a monopoly on talent, so we work with some of the U.K.’s leading managers:
Our reputation as a wealth management company has been built over 240 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.
Legal & General Investment Management is one of the UK’s largest asset manager, offering investment services across the broad spectrum of asset classes.
LGT Vestra is a partnership between the executive partners and the private banking group LGT, owned by the Princely Family of Liechtenstein. When we set up LGT Vestra in 2008, our aim was to offer a fresh approach to wealth management.
Whether you are looking for more income, or just seeking better growth, please call on 01202 622223. Alternatively, complete our contact form to request an appointment – free of charge and with no obligation.
