Financial Advisor Directory Search
Note:
IFAs are included in our directory if they meet at least one of the following criteria:
- they put more than £100,000 of business into ethical funds in the last financial year
- they put more than 40% of business into ethical funds in the last financial year
- they have completed and passed the UK Social Investment Forum's free online training course on green and ethical investment for financial advisers (Click here for further details)
These criteria for entry are applied to the firm at the branch or individual level
where firms have several individuals listed in the directory.
Important Info:
- EIRIS does not give financial advice or offer investment management services. All
information contained in this IFA directory is based on information supplied by
the IFAs concerned in response to a questionnaire. EIRIS does not make recommendations
about any IFAs included in this directory and has not verified the claims that they
make. Please refer to the Getting financial advice section for advice on questions
to ask an IFA.
- The Financial Services Authority (FSA), is the independent watchdog set up by the
government to regulate financial services and protect your rights.
By law, most financial services firms must be authorised by the FSA. The FSA aims
to ensure that all authorised firms are run in a prudent and financially sound way,
and it regulates the way many (but not all) of them do business with you. Financial
advisers are only included on this list if they are authorised to give financial
advice by the FSA. The FSA has a useful guide to financial advice, visit www.fsa.gov.uk/consumer or call the FSA consumer hotline
0845 606 1234
- To ensure we continue to provide a useful service we would like your feedback if
you use any of the financial advisers featured in the EIRIS Directory. Email
ethics@eiris.org or write to the Public Information & Advice Manager, 80-84
Bondway, London SW8 1SF - all information will be treated as confidential.