At Rose & North, we try to reflect our values in everything we do.
Here are some of the ways we are doing this.
Here are some of the ways we are doing this.
Hopefully our ethics speak for themselves but feel free to challenge us!
Ethics
We believe financial planning has the power to change lives and we want our team to be advocates of this.
Ethical Investing
We know that some clients prefer to invest ethically if they can.
Recent changes have meant that the fund range available for ethical portfolios is now much greater.
Although we cannot replicate the breadth of asset allocation (there are not funds in every asset class yet) in our ethical portfolios, we are comfortable that they match the performance and risk profiles of our non-ethical portfolios.
Environment
We are regularly reviewing the Rose & North footprint. This is very much a work in progress as we investigate more efficient ways to operate.
Social Responsibility
We believe financial advice should be accessible to everyone.
We know that accessing bespoke financial advice and planning is expensive. Reviewing your situation in detail, obtaining and analysing your existing investments and preparing and implementing a suitable plan takes time and expertise.
We believe financial planning has the power to change lives and we want our team to be advocates of this.
- The Rose & North team has flexible working hours - we believe everyone should be able to build the life they want
- We offer the Rose & North team free financial planning and provide a level of benefits typically associated with much larger firms
- Rose & North is proud to be inclusive as an employer and in relation to our clients; everyone is welcome at Rose & North
- We also have experience working with vulnerable clients (either long-term vulnerability or short-term vulnerability brought about by serious illness for example), ensuring clients get the support they need, in the way they need it - we encourage clients to bring family or friends to meetings if they wish
- We aim to work with clients and other companies who share our ethical approach; we also use the independent business services offered by our clients, friends and local communities wherever we can
- We strive to meet the highest standards in terms of staff welfare, client service, qualifications, experience, ongoing training and life-long development, innovation, inclusion and diversity, regulatory compliance and our community engagement and impact and are happy to be held to account
- This is a long-term commitment to the ongoing development and evolution of Rose & North for the better
Ethical Investing
We know that some clients prefer to invest ethically if they can.
Recent changes have meant that the fund range available for ethical portfolios is now much greater.
Although we cannot replicate the breadth of asset allocation (there are not funds in every asset class yet) in our ethical portfolios, we are comfortable that they match the performance and risk profiles of our non-ethical portfolios.
- We offer optional ethical investment portfolios for all clients alongside standard investment portfolio
Environment
We are regularly reviewing the Rose & North footprint. This is very much a work in progress as we investigate more efficient ways to operate.
- We use 100% recycled toilet paper and tissues (from Who Gives a Cr*p)
- We use Voss mineral water for client meetings with 100% recyclable glass packaging (and re-use bottles in house where we can)
- We recycle our office waste on a regular basis
- We are an 'almost paperless' office; we use encrypted emails, a secure portal and DocuSign where we can to exchange information and sign forms and do not store paperwork (unfortunately, we are still obliged to submit paper forms to some providers but we continue to lobby for change)
Social Responsibility
We believe financial advice should be accessible to everyone.
We know that accessing bespoke financial advice and planning is expensive. Reviewing your situation in detail, obtaining and analysing your existing investments and preparing and implementing a suitable plan takes time and expertise.
- We are working hard to find ways to deliver guidance to as many people as we can so everyone can better assess whether and what type of expert advice they need and make more informed and better financial decisions
- We want to empower you to make the choices that suit you in a way that puts you in the best possible position
- Hayley North also runs a new patient advocacy group CDKN2a & Me. Carriers of this rare genetic mutation are pre-disposed to some forms of cancer, including Melanoma
- Members of the Rose & North team are encouraged to contribute their time during working hours to their chosen charitable interests which currently include Shout Online Counselling