Life Financial Invest

The investment is the engine that powers your plan.


Similarly to your financial plan, your investment portfolio will be individual to you as this is created around you, your goals, investment time horizons, and appetite for risk and reward.

We have no control over markets, fund performance or ability to time the market however we maintain our key investment principles which include:


Many of our clients have strong ethical investment views. For over ten years we have been members of UKSIF (UK Sustainable Investment & Finance Association) who are a membership for those committed to growing sustainable and responsible finance in the UK. As such, we have lots of experience in this area and have helped many clients over the years to invest ethically in ways that fit their ethos and values.

The good news is that in the past few years this area has gained great traction and coverage whilst becoming more mainstream allowing us a wider selection of options for our clients.

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