1. BARCHESTER GREEN INVESTMENT
The UK’s longest established Independent Financial Adviser (IFA)
specialising in socially responsible, environmental and ethical investment
Barchester Green Investment Ltd is authorised and regulated by the
Financial Services Authority to provide independent financial planning advice.

2. ABOUT US
Barchester Green Investment Ltd is a WHY CHOOSE
BARCHESTER GREEN INVESTMENT?
whole of market, fully independent practice.
Independent Financial Advisers
We always offer our clients the choice of
In business for over 25 years
paying by commission or by fee.
Founder members of the
UK Social Investment Forum
We work with individuals, social enterprises,
Specialists in green, ethical
charities and private business.
and sustainable investment
The majority of our advisers
Barchester Green Investment Ltd is owned 100% have a vested interest in the
by Barchester Green Financial Services LLP long-term health of the business
whose partners are also the company’s staff. A highly skilled back office team
This means clients usually deal with a
business owner, giving you a committed
and personal service.
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3. OUR SERVICES
Most people who approach us want to make a change in their financial lives;
perhaps you are nearing retirement and want to discuss your options, or you are
considering how to plan ahead for the long-term more effectively and efficiently?
Depending on your financial requirements, we can offer different levels of service:
HOLISTIC FINANCIAL REVIEW FINANCIAL HEALTH CHECK
A full financial review looking at all aspects of your Meeting with an adviser to discuss your
financial planning, taking into account your attitude financial aims and money management.
to risk, and ethical and environmental criteria.
FINANCIAL EDUCATION SESSIONS
PORTFOLIO REVIEW
We run workshops and information events
Providing you with advice relating to a portion of for clients covering a wide range of financial
your overall savings and investment portfolio. planning topics.
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4. OUR SERVICES
Here are just some of the areas our advisers ABOUT OUR SERVICE
work with clients on:
We believe that taking independent financial advice can,
Environmental and ethical investment and must, produce real benefits for you and your family
in a number of crucial areas, including:
Self Invested Personal Pension (SIPPs) and
Small Self Administered Schemes (SSASs) • Matching your investments with your ethical
and environmental values
Retirement planning
• Simplifying the administration of your financial affairs
ISAs and other tax efficient investments
• Putting in place a plan to make the most of your money
Lump sum investment and portfolio management
• Recommending other professional service
Mortgages (both commercial and residential)
providers where appropriate, such as legal
Insurance or accountancy services
Inheritance tax planning
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5. THE ADVISORY PROCESS
1. INFORMATION 2. CONSULTATION 3. RECOMMENDATIONS 4. ACTION
In order to give you the Once we have received Your adviser will If you decide to proceed,
most appropriate advice, your questionnaire we will summarise their your adviser will help
we need to understand schedule an appointment recommendations in you complete any
your circumstances in with you so we can discuss a clear, easy-to-read forms and ensure your
some depth. To do this your circumstances. report. The report is investments are properly
we will ask you to fill in always open to further set up. This may involve
At this meeting we will
our financial questionnaire discussion. a further meeting in
normally complete
in detail. This includes order to complete the
an ‘attitude to risk
your ethical and necessary paperwork.
questionnaire’, discuss
environmental criteria.
your ethical concerns,
explain our services and
discuss any charges.
The initial consultation is
free and you are under
no obligation to proceed.
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6. OUR ONGOING COMMITMENT TO YOU
Our aim is to build a long-term 1. WEALTH MANAGEMENT SERVICE
relationship with you, which, A full Annual Review will be carried out once a year as a
over time, will help you make minimum (further reviews subject to individual agreement
between you and your adviser) and will consist of:
the best use of your money.
• A review of your portfolio asset allocation
Even the best financial plans will be subject to • Factfind update including a review of your risk profile
changes, either as a result of new taxation rules and the continued suitability of your portfolio
or as a result of changes in your circumstances.
• A tax planning review (if necessary)
For this reason we recommend that you meet
with your adviser at least annually. • Completion of an asset allocation rebalancing
exercise where appropriate
With this is mind we have developed a number
of options designed to meet the needs and For further details of the services provided please refer to
expectations of our various clients. the cost of services document.
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7. OUR ONGOING COMMITMENT TO YOU
2. THE INTERMEDIATE SERVICE 3. THE STANDARD SERVICE
You will be contacted in person by your adviser You will be contacted by your adviser in writing once a year
on an annual basis following an asset allocation requesting an update of your personal details and circumstances,
portfolio review. and to enquire whether you would like a Full Review.
A full review will be offered if deemed A full review will be subject to a charge.
necessary and will be subject to a charge.
Your adviser will be available to provide you with general
For further details of the services provided information and guidance. This service may be subject to an
please refer to the cost of services document. additional charge depending on the nature of the request;
the level of work involved and is at the adviser’s discretion
We will inform you in writing, on an ad-hoc basis, of any
issues we feel to be significant affecting any investments/
fund you have with us.
You will be sent the company newsletter, the ‘Barchester
Chronicle’, at least once per annum.
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8. OUR VALUES
Barchester Green Investment ENVIRONMENTAL COMMITMENTS
actively promotes the value of Green themes within our own business include:
investing in companies which • Reducing waste and using recycled materials
are making a positive contribution • Sourcing local suppliers and working with
to society and the environment. social enterprise businesses
So, where possible, we seek to • Working as a partnership – we believe this
use suppliers and services which gives the company greater long-term stability
are in keeping with these values. MAINTAINING INDEPENDENCE
Barchester Green Investment is an independent company,
We also donate a percentage of owned and run by the advisers and support staff via a
annual profits to social enterprise limited liability partnership. We are not owned by an
insurance or investment company, so the advice you
businesses and charities.
receive is truly impartial.
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9. YOUR ADVISER
JOHN DITCHFIELD Qualifications:
John joined Barchester in 2004 and JO6 Diploma Investment Principles
is one of our five managing partners. and Markets
Based in central London, John works CF2 Investment and Risk
with clients across the UK and Europe. CF9 Pension Simplification
For John’s full profile, please visit www.barchestergreen.co.uk/our-people
Direct telephone: Barchester Green Investment LLP
020 7002 1358 60 Cannon Street
London
EC4N 6NP
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