Barchester Green Investment about us and the services we offer

1. The UK’s longest established Independent Financial Adviser (IFA)
specialising in socially responsible, environmental and ethical investment
About us and the services we offer
Barchester Green Investment Ltd is authorised and regulated by the
Financial Conduct Authority to provide independent financial planning advice.

2. ABOUT US
Barchester Green Investment Ltd
is a whole of market, fully
independent practice.
Barchester Green Investment is part of the Castlefield group of
companies - believed to be the largest UK asset manager
focused on both the advice and asset management industries*
and with a clear commitment to grow the market for responsible
and sustainable investment.
The group manages a total of £350M for Charities, Social
Enterprises, Businesses and Individual private clients.
Castlefield has a unique ownership structure within our industry
as it is 25% owned by a Charitable Trust with the bulk of the
remaining equity held by individuals within the business.
WHY CHOOSE
BARCHESTER GREEN INVESTMENT?
Independent Financial Advisers
In business for over 25 years
Founder members of the UK Sustainable Investment
and Finance Association
Specialists in green, ethical and sustainable investment
Our advisers have a vested interest in the long-term
health of the business
A highly skilled back office team
25% of the Castlefield group is owned by a Charitable
Trust which supports a range of educational projects in
sub-Saharan Africa
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* Based on UKSIF and EIA data

3. YOUR ADVISER
TIM BRADFORD
Tim joined Barchester Green Investment in
2005. His strengths are in developing
successful client relationships, and the ability
to make technical issues less complicated.
As a Director of Barchester Green Investment,
Tim continues to work with clients identifying
planning strategies which serve their financial
needs without compromising their values.
Qualifications:
Dip FA MIFS
For Tim’s full profile, please visit
www.barchestergreen.co.uk/our-people
Head Office:
01722 331 241
45 - 49 Catherine Street
Salisbury
SP1 2DH
London Office:
Barchester Green Investment
c/o Castlefield
2nd Floor
4 - 6 Staple Inn
High Holborn
London
WC1V 7QH
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4. OUR SERVICES
Here are just some of the areas our advisers
work with clients on:
Environmental and ethical investment
Self Invested Personal Pension (SIPPs) and
Small Self Administered Schemes (SSASs)
Retirement planning
ISAs and other tax efficient investments
Lump sum investment and portfolio management
Insurance
Inheritance tax planning
ABOUT OUR SERVICE
We believe that taking independent financial advice can,
and must, produce real benefits for you and your family
in a number of crucial areas, including:
• Matching your investments with your ethical
and environmental values
• Simplifying the administration of your financial affairs
• Putting in place a plan to make the most of your money
• Recommending other professional service
providers where appropriate, such as legal
or accountancy services
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5. THE ADVISORY PROCESS
INITIAL CONSULTATION
In order to give you the most appropriate advice, we need to understand your circumstances in some depth.
To do this we will ask you to fill in our Financial Planning Questionnaire. Once this has been returned to us we will
schedule an appointment with you so we can discuss your needs and objectives.
At this initial consultation we will normally discuss issues like your attitude to risk and your ethical concerns. It also
offers us the chance to explain our services and discuss our charges. The appointment is free and you are under no
obligation to proceed. We will confirm afterwards in writing how we can help you, the likely cost of our advice and
what you need to do to proceed to the next stage.
RECOMMENDATIONS
We will then undertake the necessary research to identify products or services likely to be of benefit to you, prepare
our recommendations in the light of your personal circumstances and present them to you, in the form of a report.
You may like to discuss this report before deciding whether you wish to implement our advice.
ACTION
If you decide to proceed, your adviser will help you to implement our recommendations, by completing with you any
forms and ensuring your investments are properly set up. This may require a further meeting in order to complete
the necessary paperwork.
ON-GOING SERVICE
Many clients appreciate and will benefit from an on-going relationship with their adviser. See overleaf for more
details.
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6. OUR SERVICE LEVELS
Our Foundation service is ideal for those looking
for a detailed initial analysis, recommendation and
plan (usually for a single product) and don’t need on-going
service and support. For those also looking
for comprehensive ongoing support, we offer our
Wealthbuilder service.
FOUNDATION WEALTHBUILDER
Our service levels are designed
to be appropriate for a wide range
of clients at different stages of
their lives, and with different
needs and objectives.
INITIAL ADVICE
Personal Fact Find discussion ˜ ˜
Attitude to Risk Assessment ˜ ˜
Additional questionnaire completion ˜ ˜
Service levels continued on next page
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7. FOUNDATION WEALTHBUILDER
RESEARCH
Full and independent whole market research ˜ ˜
A written Suitability Report detailing reasons for recommendations
in view of your circumstances ˜ ˜
IMPLEMENTATION
Help with completion of application form from product provider
and associated trust literature ˜ ˜
Liaison with product provider to ensure policy is implemented to your instructions ˜ ˜
Issue of original policy document ˜ ˜
ONGOING SERVICES
Annual review meeting (by phone or in person) ™ ˜
Telephone and email access during office hours ™ ˜
Change of address and name notification to your product provider on request ˜ ˜
Copy of our regular Barchester Chronicle magazine ˜ ˜
Service levels continued on next page
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8. FOUNDATION WEALTHBUILDER
PORTFOLIO MANAGEMENT
Six monthly valuation (on request) ™ ˜
Annual valuation ˜ ˜
Support with accessing your portfolio online ™ ˜
PROFESSIONALS SERVICE ON REQUEST
Strategic updates to your accountant and other professional advisers ™ ˜
Supply of end-of-year taxation information ™ ˜
Recommendation of suitable professionals as other needs arise ™ ˜
TAXATION PLANNING ON REQUEST
In conjunction with your accountant and other taxation advisers ™ ˜
˜ Included within package
™ Available on request, but could involve additional cost
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9. OUR VALUES
Barchester Green Investment
actively promotes the value of
investing in companies which
are making a positive contribution
to society and the environment.
So, where possible, we seek to
use suppliers and services which
are in keeping with these values.
Castlefield is 25% owned by a
Charitable Trust which supports a
range of projects in sub-Saharan
Africa.
ENVIRONMENTAL COMMITMENTS
Green themes within our own business include:
• Reducing waste and using recycled materials
• Sourcing local suppliers and working with
social enterprise businesses
• Working as a partnership – we believe this
gives the company greater long-term stability
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