Grow your money & save the planet.
What you do with your money is ultimately a reflection of what’s important to you – investments are no exception.
Our job at FoxPlan is to assist you with aligning your money with your values, one of the ways we do this is through Socially Responsible Investing.
What is Socially Responsible Investing?
Socially Responsible Investing lets you grow your money while supporting companies that make a positive impact, like reducing pollution and promoting fairness. It also helps you avoid investing in things you don't agree with, such as weapons or fossil fuels.
SRI is about aligning your investments with your values and financial goals. Choose a fund that matches both.
What is FoxPlan’s approach?
Our ethical strategy ensures your funds are invested responsibly by favoring companies with strong ESG practices and excluding those in industries like fossil fuels and nuclear weapons.
Our evidence-based approach, backed by decades of research, focuses on proven investments for higher expected returns, allowing us to keep fees low.
With FoxPlan, you can align your values with financial gains, breaking the historical trade-off between ethics and profits in SRI funds.
Can I join and what’s the process?
It doesn’t matter if you have a little or a lot, we’re here to help everyone. The journey to achieving financial freedom isn’t a day trip, but FoxPlan will be there to help you at every step of the way. Our process is all about ensuring we fully understand your ethical views, financial goals, and current situation – to ensure the solution put in place is perfect for you.
Step 1. Enter your details below. One of our Financial Advisers will then be in contact to set an initial appointment for you to meet (either in person or online).
Step 2. Your first appointment will be an opportunity for us to gather some information – your ethical views, your financial goals and aspirations, and your current situation.
Step 3. We’ll go away and prepare a tailormade solution for you that aligns your ethical and financial objectives through an appropriate investment portfolio.
Step 4. We’ll present our recommended solution to you and ensure you fully understand what the proposal is why we’ve recommended it for you.
Step 5. If you’re happy with the proposed investment solution, we’ll open the account up for you and help you get your money invested in a socially responsible portfolio.
Step 6. Finally, it’s about partnership; working together and having annual review appointments to ensure you’re achieving your financial goals whilst making a positive and impactful change to the world.
Let’s be the conscious change this world is looking for.