Deloitte - Exclusive Sustainable, pre-cleared portfolios

Rice Whatmough Crozier LLP has added a Pre-Cleared Sustainable Investment Solution to our exclusive range of active and passive Pre-Cleared Portfolios for Deloitte partners and staff.

This Sustainable solution focuses directly on the environmental and social challenges being experienced throughout the UK and is open to invest across all sectors but most typically within healthcare, technology and renewable energy. This positive investment approach is suited to those who have a passion for sustainability and tackling climate change.

Exclusively designed for Deloitte partners and staff, this sustainable investment solution is pre-cleared and meets regulatory compliance and is run in association with preferred Discretionary Fund Managers, Parmenion. It offers:

  • long-term strategic asset allocation
  • tailored across 10 risk grades
  • optimised return for risk taken
  • rebalanced quarterly

Download the brochure here and call us directly on 0161 643 7078 to find out more.

For information only and should not be considered financial advice. Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed.

If you would like to discuss your financial needs, please call us for an informal conversation on 
0161 643 7078.

Or contact us with an outline of your requirements.