Accord Financial Strategies is a privately owned financial planning group established in 2007, dedicated to helping clients achieve their personal financial goals while aligning with their ethical concerns. specialising in working with mum & dad investors and small business owners, the team at Accord Financial Strategies collaborates closely with clients to develop and implement tailored strategies that evolve over time to reflect changing circumstances. By emphasizing the importance of ethical investing, the company aims to create portfolios that not only deliver solid returns but also make a positive impact on the world.
With a focus on Socially Responsible and Ethical Investing, Accord Financial Strategies empowers investors to align their financial decisions with their values, offering a range of services to construct portfolios that match individual ethical considerations. By leveraging data that demonstrates the performance of ethical funds over the medium and long term, the company showcases the viability of investing with a conscience. Through a commitment to ongoing review and modification of strategies, Accord Financial Strategies ensures that clients’ portfolios remain in line with their evolving ethical values and financial objectives.
At Accord Financial Strategies, the philosophy revolves around the belief that financial planning is essential for individuals at any stage of life or income level. By providing access to professional advice and personalized financial plans, the company enables clients to navigate the complexities of financial management and pursue both short-term and long-term goals. Through a dedication to understanding clients’ ethical concerns and financial aspirations, Accord Financial Strategies strives to deliver comprehensive financial planning solutions that not only optimize returns but also contribute to a more sustainable and ethical investment landscape.