Future Secure Wealth Management, based in Colchester Essex, are financial advisors specialising in retirement planning, pension plans and ethical investing.
Future Secure Wealth Management is a unique firm of financial advisers, specialising in Pensions and Retirement Planning.
We also specialise in Ethical Investments, please see below for more information
Future Secure Wealth Management Ltd is an appointed representative of Financial Limited which is authorised and regulated by the Financial Services Authority –
Reference No 516889 www.futuresecurewm.co.uk
Our Social and Environmental Activities
Future Secure Wealth Management is committed to serving our clients, community and considering the environmental impact of our business. We have published the 13 key principles of our business at our website www.futuresecurewm.co.uk
We offer all clients electronic documents instead of paper wherever possible and also a free of charge web-cam for video conferencing instead of face-to-face meetings.
Our Ethical Investment offering:-
Are you looking for an Ethical and socially responsible investment?
Welcome to Future Secure Ethical Investing.
An increasing number of our clients have asked us to put together a portfolio of ethical and socially responsible funds, that are investing in companies with a clear, consistent and conscientious approach.
The future secure ethical investing portfolios have been developed considering a wide range of ethical issues and criteria which are detailed below.
The fund's selected must:-
have a published Corporate social responsibility policy (CSR)
be a member UK sustainable investment and finance (UKSIF)
be a member of FTSE4Good
With regard to companies into which the individual funds can invest, the companies activities must not include:-
Animal Testing of Cosmetics and Toiletries
Environmental Abuse
Human Rights Abuse
Military
Nuclear Energy
Pornography
Tobacco
Future Secure Wealth Management; has a unique investment process which is protected by copyright, which we call AlphaQuotient. We have developed this investment process, for the ethical investment sector, to ensure that in making an ethical choice, you do not sacrifice your potential for investment return.
Investment proposition looks for investment companies that are able to demonstrate that their funds are able to outperform the benchmark, in a cost-effective manner, also funds that are able to track the benchmark at very low cost.
The portfolio is that we have constructed so far are able to be adapted to our client specific requirements. We work closely with our clients to understand their ethical requirements, with regard to which companies they are happy to invest in.
