Free Investment health checks show how green your investments are

IFA firm Baigrie Davies announce they are offering free Socially Responsible Investment health checks.

Independent Financial Adviser firm Baigrie Davies are uniquely offering a free Socially Responsible Investment (SRI) Pension and Investment Health Check for anyone with a pension or a current investment portfolio of £200k plus*.

The offer runs until the end of July.

Green issues affect each one of us every day.

However, while we might happily separate out the paper, glass and cans from our domestic rubbish every week and perhaps think twice about a long haul flight, relatively few of us have stopped to think about how environmentally friendly (or otherwise) our investments are.

Amanda Davidson, a director at City IFA Baigrie Davies says: "Everyone is more conscious these days of the world we inhabit and our individual impact upon it, but very few people realise they can make a positive contribution to the environment through a Socially Responsible Investment strategy.

"Going green with your investments doesn't mean inferior returns, far from it, and our own Fund Manager research shows almost universal agreement that the gap between conventional and SRI funds is closing, and closing fast." Davidson continues: "We have real expertise within the firm when it comes to Socially Responsible Investment with a very deep knowledge and understanding of the funds and investment opportunities available." For further details and to arrange a free SRI Health Check, or to request a copy of our Ethical Investment Fact Sheet, call Baigrie Davies on 020 7786 2004.

Alternatively, email, amanda.davidson@baigriedavies.co.uk.

* The SRI Health Check is also open to anyone looking to make an environmentally friendly stock market investment.

For portfolios worth below £200k there is a £100 charge, unless there are shares included, in which case it is £250.

Consumers can contact Baigrie Davies on 020 7786 2004 or at www.baigriedavies.co.uk.

About Baigrie Davies: Baigrie Davies is a full service Independent Financial Adviser, established for 20 years, providing advice to high net worth individuals and private companies.

The foundation of our success is that we understand that first and foremost, Financial Planning is not about profit.

It is about giving financial services consumers hope and security and making a profit too.

Baigrie Davies has 14 Authorised Individuals, including 7 Certified Financial Planners and 3 Chartered Financial Planners.

We believe this to be one of the highest qualification ratios amongst IFA's of our size and is the benchmark to which all our advisers and paraplanners aspire.

Our service is based on a thorough understanding of each client's situation and financial requirements, and full responsibility is taken for all advice given on an on-going and long-term basis.

Our client base is predominantly 40+ years old, biased towards London and the South East, and with particular emphasis on those working within the Square Mile.

In terms of occupation, clients are typically from the professions and major City employers.

02 July 2007.

Back to top