‘Find Adviser’ Button now in use

The first Financial Adviser names have just (belatedly!) been added to ‘Find Adviser’ list on SRI ‘StyleFinder’ client SRI microsite http://stylefinder.fundecomarket.co.uk/ – which is all very exciting!

If you are an adviser who wishes to use this free questionnaire to help identify which SRI styles your clients are most likely to be interested in please take a look and let me know if you want to be added to the adviser list.

It is early days – but I hope to develop this into a service that will help grow the SRI market & attract new business for those who have registered.

This site works alongside the  Fund EcoMarket and Panacea Fund EcoMarket SRI database tools which have been developed for adviser use only.  The aim of the client microsite is to help clients identify which styles of SRI are most likely to appeal to them prior to discussing the area with an adviser.  (Support information is available via www.sriServices.co.uk and PanaceaAdviser) .

The SRI Services site is unaffected by this and retains references to Unbiased.co.uk of the Ethical Investment Association – rather than individual adviser firms.

Comments as ever are very welcome!

julia@sriServices.co.uk

 

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This information is for use by UK professional financial advisers only. SRI Services is not authorised to give investment advice, if you are an individual investor you can find an IFA on www.unbiased.co.uk. The information on this site does not in any way constitute advice or recommendation. The information and tools are intended to compliment, not replace existing adviser information sources. Investment decisions should not be based on the information contained on this site alone. Please confirm fund information with fund managers. We cannot be held in responsible for advice given as a result of using this site and are not responsible for the content of sites linked to this service, we do however of course take every effort to ensure the content of this site is as accurate as possible at time of publication.