- Life changing financial planning
- Advice on pensions, investments, savings, and life insurance
- Sustainable and ethical investment solutions
Leaders in financial planning and ethical investing
Our Mission Statement
To have a positive impact on the lives of our clients, our staff, and our local community, whilst operating in a principled and sustainable manner to provide expert financial advice in County Durham.
Meaningful Financial Planning
We go deep to understand your goals and to find out what is really important to you. We then create a personal financial plan, to get you where you want to be.
Fixed, Fair and Clear Charges
All of our charges are fixed, and are cleared stated and agreed at outset
Ethical, Sustainable Investments
Investment recommendations based on ethical and sustainable solutions
A fair fixed fee for financial advice
All fees are bespoke and charged based on the work involved in providing our service to you. They are fixed, transparent, and agreed with our clients before we begin any work.
Most financial advisers still charge old fashioned “commission based” fees, calculated as a percentage of the money they are managing for you. This creates a potential conflict of interest, with financial advisers being incentivised to prioritise the needs of wealthier clients over those with smaller savings.
We do not believe that this is a principled way for a modern financial planning firm to charge fees. It is not fair for one person to pay twice as much as another person, when both people receive the same service. Each client should be treated as equally important.
At Principled, all of your fees will be set at a fair fixed amount, they will be transparent, and agreed in advance of us undertaking any work for you.
We strive to be an ethical company
At Principled, we aim to practice what we preach. Our intention is to operate in an environmentally conscious manner, and to encourage others to do likewise.
We believe that businesses can be a force for good. We won’t be perfect, be we will strive to improve, and we always welcome feedback from clients and staff as to how we can do better.
Transparent
We’re open, honest and reliable financial advisers.
Sustainable
We’re here to futureproof your finances.
Ethical
We adhere to a strict code of ethics, and we will always act in your best interest.
Social
We’re a friendly bunch, and you’re welcome to get in touch for a chat any time!
Contact Us
Reach out so we can help you make smart and sustainable financial decisions.