Familiar names take top ethical investing awards
Mindful Money handed out its annual ethical investment awards last night with familiar names taking out the top awards.
The Best Ethical Financial Adviser this year was focused on the best financial adviser, rather than the financial advisory firm, as in previous years.
Last year’s winner, Carey Church, shared this year’s award with Rodger Spiller.
The judges were impressed by the depth of research and rigour of client processes demonstrated by Carey Church and Moneyworks. The entry showed well-documented policies and processes, built around a four pillars approach: strong relationships with clients, regular communication and knowledge-building with clients, transparency in documentation, investments and client fees, and deep analysis of clients’ ethical preferences, goals and investment options.
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