How does Liontrust rate against the 28 funds listed on your web-site?

Question by Michael

Our financial advisor has recommended Liontrust as an ethical platform. How do they rate against the 28 funds listed on your web-site?

Answered by Matt Angell

Hi Michael,

I'm your financial advisor has completed an ethical questionnaire to see how you wish to approach things going forward? Are you looking to invest in certain areas or avoid certain things like weapons etc?

There are some fantastic guides on boring money which talks through the various which I'm sure you read already but if not have a read https://www.boringmoney.co.uk/learn/investing-guides/product-guides/sustainable-esg-investing/

Liontrust don't have a platform I believe but have many different sustainable funds but only one ethical fund, which is the Liontrust UK Ethical Fund, the one question I would ask you financial adviser is the reason for recommending this fund over one that is more diverse and spread across the world and not just the UK. The one concern I would have is this particular fund is very volatile so moves up and down lots so not a smooth ride for you.

The 28 different options which are on Boring are the platforms in which you would hold such a sustainable investment fund. So another question will be which platform are you holding your ethical investment, that way you can certainly run some comparison on costs.

Hope this helps with a conversation with your adviser as you certainly need to feel comfortable and have a full understanding before proceeding.

Thanks

Matt

Answered by

Matt Angell

Founder & Financial Planner

I am the founder of Creative Lifestyle Planning, an independent financial planning firm that works with many families across the UK. Matt specialises in helping families to answer those all important questions they have on their mind and helping many clients gain a clearer, simply understanding of when and how to they can retire.

Creative Lifestyle Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website http://www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Matt’s focus when starting Creative Lifestyle Planning was to make financial advice more focussed on an individual and families life in the past, present and the future using financial coaching to release any barriers you may have to live the life you wish to going forwards and provide a plan to give you financial peace of mind, safe in the knowledge that Creative Lifestyle Planning are taking care of their wider financial planning and are there to keep them on track to achieve their goals.

Matt has many interests outside of work including managing a non-league football team, playing golf very badly and having lots of time with his wife Lucy, Daughter Sophie and little Cockapoo Coco.

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