Invest
Voice of the Adviser 2015 released on Monday
For the last five years we’ve interviewed hundreds of financial advisers to ask them about the state of the advice market, the economy, and their political leanings and, most importantly for us, their finger on the pulse of sustainable, responsible and ethical investment in the UK.
The report is released on Monday but here’s links to the headline results.
Economic confidence strong amongst financial advisers
The financial advice market remains strong
87% of financial advisers asked about ethical investment
Ecclesiastical, Friends Provident, Kames, Jupiter and Alliance Trust top adviser choice for SRI
The ‘advice gap’ a reality as minimum portfolio sizes double.
To receive a copy of the full report please register for our newsletter here if you are an investor or here if you are an adviser.
Photo: yarranz via Freeimages
Further reading:
The Guide to Ethical Funds 2013
Good Money Week: Barchester Green names top five ethical funds
UK gets largest ethical investment business as Gaeia and Barchester Green join forces
Good Money Week: Barchester Green names top five ethical funds
Gaeia, Barchester Green and financial advice on ‘sensible investment’