Barchester Green Investment was founded on 5th October 1985.

Barchester Green is a pioneer ethical investment intermediary and is regarded as the longest established 'ethical IFA' in the UK.

In 2008, on the retirement of the founder, Barchester Green Investment moved from being a Limited Company to a stakeholder model.

In order to facilitate this a Limited Liability Partnership was established in July 2008.

Business vision

Our aim is to offer advice of the highest standard to clients located across the UK and abroad.

We are currently the largest of the ethical and sustainable investment specialist IFA firms and we have invested in building a highly skilled advice and back office support team.

Business aims

To provide our clients with expert advice, enabling them to make informed decisions about their financial lives, taking into consideration their ethical, moral, environmental and social values, should they so desire; but without dictating what those values should be.

Business philosophies and beliefs

Barchester Green champions the importance of personal values in financial advice and planning, highlighting the fact that this represents another dimension to financial advice and planning.

It aims to keep at the forefront ethical advice up to date by its connection with the serious ethical fund providers and stockbrokers; by its membership of the United Kingdom Sustainable Investment Forum (UKSIF), The Ethical Investment Association (EIA), and its awareness of international efforts in US, Australia and Europe to promote the inclusion of personal values in financial planning.

Business Values

The business aims to operate within a culture of inclusion, where all stakeholders are important and an integral part of the whole.

The CORE VALUES of the business will be reflected in this culture, where Stakeholders can expect:

Integrity

Sovereignty of personal values

Openness and Honesty

Respect

Fair Rewards

Effective Communication

Team Spirit

Business mission

Our proposition to our clients is:

We offer the choice of either fee or commission based personal financial advice

Our market position makes us the leading experts in ethical and sustainable financial planning advice for individuals and businesses.

Business Information

Date established:: 1985
Contact details: david.inglis@barchestergreen.co.uk, john.ditchfield@barchestergreen.co.uk, or info@barchestergreen.co.uk 01722 331241 or 02077856532
Business structure Help Basic business structures under UK law include: sole trader, partnership, private company limited by shares, private company limited by guarantee, community interest company, public limited company, private unlimited company, and franchise.: Limited Liability Partnership
Address of company headquarters: Barchester House, 45-49 Catherine Street, Salisbury, Wiltshire SP1 2DH
Countries of operations: UK
Countries where goods and/or services are sold: Cross-border services to Ireland, France, Spain, Portugal, Germany, Netherlands, Belgium, Norway, Greece, Italy.
Size of workforce: 6 administration and support, 8 self-employed financial advisors
Financial year Help The 12 months used as a company's accounting period. This may or may not be a calendar year.: 1st July to 30th June
Market capitalisation Help The market value of a public company's issued share capital, i.e. the number of shares multiplied by the current price of those shares on the stock market. For private companies, 'company value', estimated by the book value of all assets or by using comparable companies, is a more appropriate term. This information is not compulsory.: GBP 750,000
Turnover (last financial year) Help Income that the business receives from its normal business activities, usually from the sale of goods and services to customers. Also known as total revenue, total sales or the top line.: GBP 1.2 million
Profit (last financial year) Help Gross profit is the total turnover minus cost of sales. Net profit is the turnover minus all expenses, including payroll and tax. Businesses are asked to state gross profit, net profit or both. This field can be left blank.: GBP 80,000
Details of owners: The firm is owned by a Limited Liability Partnership made up of the advisers and staff.
Directors' other business interests Help Businesses are asked to list other directorships held by their directors and company secretary: None registered.

Goods and Services

Our main service is financial advice, given according to clients circumstances, needs and values, following an in-depth discussion with the client. This is usually in the context of ethical investment.

Our website is information-rich with a series of informative papers on financial products, news items and other articles on SRI.

Unit trusts, OEICs, ISAs, Investment bonds, Life assurances, Pensions, etc, are the delivery vehicles of the ethical funds we promote.

We also send a periodical newsletter, called 'Barchester Chronicle', which commenced in 1988 and is now full-colour. Updates are given throughout the year through our email magazine, which keeps everyone (for whom we have an email address) informed, entertained and educated.

Business Responses

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Community Relations

Community Relations is about a business in a social and economic context. A business can strongly influence the quality of life not only for employees, but also for the wider community in which it operates. It is recognised that a sustainable community promotes sustainable business.

Corporate Governance

Corporate governance is about how a business is structured and whether rights, responsibilities and duties are clearly set out and understood. These issues are critical in maintaining accountability and providing strong decision-making functions.

This section provides an opportunity for a company to indicate how it remains honest, transparent, equitable and reputable in its conduct. These objectives are relevant to any business whether large or small.

Donations and Payments

To whom and exactly how companies make donations and payments, including those to charitable organisations, professional associations and government, are extremely complex issues. It is important that companies disclose their corporate donations, publish their payments and explain what they hope or expect to receive in return.

Environment

Natural resources are vital to sustain our lives and lifestyle. This section looks at the impact business operations have on the physical environment. It is not always easy to address the challenges, but companies have the opportunity to show the problems they face and how they tackle them.

Human Rights

This section is about how businesses ensure that their operations do not violate the fundamental rights of individuals and communities at home or abroad. Businesses have the opportunity to examine this issue with regards to their own practices, supply chains and business relationships.

Marketplace Ethics

This section is about how businesses handle consumer rights and wider welfare issues. Many of the questions cover areas where there is a fair amount of legislation and regulation: it is an opportunity for businesses to show how they go beyond a legal minimum to address ethical issues in the marketplace.

Workforce

It is widely acknowledged that people are the most valuable asset to any business. In this topic, the questions are addressing the treatment of workforce. It is quite diverse but the focus is on promoting a fair, equitable, honest and supportive work environment.