Services for other IFAs and Wealth Managers

Barry Brown, Head of our Ethical and Green Division, has a particular concern about and interest in Global Warming and Climate Change. As a way of playing his part to these challenges he actively seeks out, and helps with the promotion and funding of, commercially sound enterprises that provide solutions to these problems.

These are all projects that wouldn't have gone ahead or reached their potential without (new) investment and typically would not be included in the portfolio of shares in retail ethical funds and stock broking services. They are the type of companies that many "ethical investors" have in mind when they think of investing ethically; in contrast to the shares in listed public companies that most ethical funds are made up of.

If you would like to receive information on investments that he has uncovered and offered to his own clients please contact him by phone on 0207 614 1024 or by email at barry@helmgodfrey.com. You won't be inundated with investment opportunities and literature as in the last 4 years he has chosen to only involve himself with 4 projects -

• Sustainable Teak Plantations in Brazil
• An environmentally friendly residential property development company building in Oxfordshire
• An EIS scheme seeking to obtain planning permission for a number of large scale wind farms in Scotland
• A tax mitigation scheme creating carbon credits to trade by reforesting land in both South America and Africa

Of the four only the first 2 are still looking for investors.

He also runs seminars for Financial Advisers to help them better understand Global Warming and Climate Change, and thereby their clients who have concerns about these issues. At the same time he takes the opportunity to acquaint them with investment opportunities that solve these problems. Again for further information please contact him.

Finally if you have clients that have ethical, environmental and/or social concerns, that they want integrated into their investment decisions and financial planning, and you don't feel you have the expertise (experience and/or specific knowledge) to deal with them properly please contact Barry as he is happy to help and will have a solution.