JustInvest Financial Planning is a multi-award-winning business that has been providing quality advice in Wealth Management and Risk Insurance since 1967. Finalists in the IFA Excellence Awards for four consecutive years, JustInvest prides itself on simplifying the complexities of financial planning and assisting clients to invest in line with their values. With a focus on trust, experience, and ethical investing, JustInvest offers tailored advice that ensures clients’ financial strategies align with their goals and ethics.
specialising in Ethical Investment, JustInvest helps clients build wealth through sustainable and socially responsible criteria. The business operates on a Fee for Service model, offering transparent fee structures to clients. Led by experienced professionals like James Baird, a recognized figure in the financial planning industry, JustInvest is committed to providing strategic advice and exceptional client service. The team’s expertise and dedication have resulted in long-term success for their clients, as evidenced by numerous testimonials.
With a strong emphasis on ethical and sustainable investments, JustInvest stands out for its commitment to assisting not-for-profits, NGOs, and charitable foundations in aligning their investment strategies with their ethical criteria. The business’s investment committee, supported by independent analysts, ensures a research-based approach to decision-making, offering clients a sense of financial well-being and security. JustInvest’s philosophy of combining financial expertise with ethical values sets them apart as a trusted partner in achieving clients’ financial goals.