Ethical
Investment
from
Profit with Principle
Ethical Investment, Financial Planning, Socially Responsible
Investments (SRI), ISA, Funds, Stakeholder, UK
Site designed by
Totalscope
Web Design
Welcome!
Welcome to the independent ethical investment website, that provides access to quality information and financial services to help you ‘Profit with Principle’.
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The site is hosted by Greg McCrave (BA), Director of Profit with Principle. He has been awarded the Financial Times Money Management Ethical Investment Planner of the year award for 2010. Described as the 'Oscars' of the Financial Planning Industry, the award confirms him as one of the UK's leading ethical financial planners. |
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Greg has over twenty years experience as an Independent Financial Adviser, and after a successful career with a major building society, set up his own, family run company twelve years ago, specialising in ethical investment. Working from offices alongside the overseas aid charity CAFOD in Preston, Greg offers a national service making full use of telephone, fax, e-mail and post. He also offers home visits throughout the North West.
Greg said “Ethical Investors are looking for a ‘decent’ return in both senses of the word. They want to make a profit, but not at the expense of their principles. They require not only appropriate products that meet their financial needs in terms of risk and return, but also to achieve their financial goals in line with their personal and ethical concerns. I believe that I am well placed to meet these needs having provided ethical financial advice to hundreds of satisfied clients over many years, and continually seeking to improve the level and expertise of the service I offer”.
Greg is at present unable to offer a service to enquirers from outside the UK.
Services
Profit with Principle provides three main services:-
1. SRI Direct
Discount Ethical ISA
For those who have undertaken their own research (perhaps using the pages of this website) and who know exactly what they want, Greg offers Discounts for administering the setting up of Ethical ISAs. Click here for details of current discounts.
Direct Special Offer
Greg regularly presents special offers on ethical investment products. Whilst not giving advice on their suitability for individuals circumstances, he believes that the combination of enhanced product terms and attractive features will make these products of interest to many ethical investors. For details of our current Direct ISA offer click here.
2. SRI Select
This service is tailored to the needs of individuals who do not have the time, inclination, or expertise to choose their own financial products.
Greg will offer independent ethical financial advice as required, across a full range of financial planning areas.
Click here to contact Greg with your details (name, address, tel no. and e-mail) in order that he can write to you with full details of the service.
3. SRI Professional
This is a Consultancy Service for individuals, church groups and charities who require specialist assistance in developing an ethical investment policy, socially responsible business initiatives and business ethics.
Click here to contact Greg with your details (name, address, tel no. and e-mail) in order that he can write to you with full details of the service.
How we are paid for the services we offer?
1. SRI Direct - no fee payable directly by Client. Profit with Principle will normally discount the initial commission that it is entitled to receive, in order to enhance the product terms.
2. SRI Select - payment for this service can either be by commission from a product provider, or an agreed fee with any initial commission being reinvested.
3. SRI Professional - a fee based service with any initial commission being reinvested.
We are happy to discuss the most appropriate method of payment for a client, prior to the provision of advice or service.
An introductory discussion is always available free of charge, in order to establish how we may be of service and to ascertain a client's particular requirements.
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