Ayres Punchard

Welcome to Ayres Punchard

This short form helps us understand what brought you here & whether our approach is likely to feel suitable for your financial objectives

Your answers help shape what you see next, including whether you would like to explore the website in your own time or ask us to get in touch directly

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We ask for this information to confirm that you arrive at the correct section of the website

Do you work in the financial services industry?(Required)

Yes

Important

You may be in the wrong place. This section is for retail clients looking for help with their own finances. If you are a finance professional or work in the financial services industry, please continue as a professional:

Continue as finance professional

Do you understand that the information on this website is for general information only and should not be used as the basis for financial, investment, pension, tax, legal or planning decisions?(Required)

Yes

Important

Unfortunately, you cannot continue unless you understand this point.

The information on this website is provided for general information only. It is not personal financial advice, investment advice, pension advice, tax advice, legal advice or a personal recommendation.

You should not make any decisions based only on the information you read online. To receive formal advice or a personal recommendation from Ayres Punchard, you would need to become a client and we would first assess your individual circumstances, objectives, financial position, attitude to risk, capacity for loss, and wider planning needs.

Please only change your answer to “Yes” if you understand & accept this.

3 Important Questions: Values-alignment with Ayres Punchard

Let's get to know each other. All questions remain anonymous unless you wish to leave your contact details with us. This is not a test, but answering "No" to one or more of these questions may indicate that our investment values are not aligned together. This means our advice may not be suitable for your individual goals & objectives. Please answer honestly or 'I don't know' if you want a further explanation

Are you comfortable with accepting that sustainable & positive-impact investments may go through periods of performance that differ from mainstream markets?(Required)

Yes

I don't understand

Important

Sustainable & positive-impact investments may not always move in line with mainstream markets.

There may be periods where sectors we do not invest in are going through a growth cycle. During these periods, investments we recommend may fall in value, stay broadly the same, or grow by less than those sectors.

Market best practice & the UK financial services regulator require us to use benchmarks to compare investment results. We believe this can sometimes be misleading if the benchmark includes sectors that an investor does not want to support or profit from.

Please answer “Yes” or “No” based on whether you understand this point.

Are you interested in supporting economic transformation through a non-traditional investment approach?(Required)

Yes

I don't understand

Important

Our investment approach is designed to support the transition towards a more sustainable, resilient & positive-impact economy.

This means we may favour areas such as transition-focused economic infrastructure, climate & environmental solutions, social impact, climate-conscious innovation, responsible stewardship, and alternative, less widely adopted assets. At the same time, we avoid sectors or activities that conflict with our values-led approach, including fossil fuels (oil & gas) and defence (arms & weaponry manufacture).

This approach will not suit everyone. We look for investors who share our mindset. Our investors are comfortable aligning their money with environmental & social objectives, even where this leads to a different investment journey from mainstream approaches.

Please answer “Yes” or “No” based on whether this approach feels aligned with your values & expectations.

Are you willing to exclude certain investments where we believe there is a material risk of harmful outcomes for people-and-planet?(Required)

Yes

I don't understand

Important

People-and-planet means considering how companies affect human wellbeing, society, climate, nature, and the wider environment.

Our exclusions are guided by recognised global frameworks, including the Ten Principles of the UN Global Compact and the 17 UN Sustainable Development Goals. These help us consider issues such as human rights, labour standards, environmental harm, corruption, climate impact, inequality, health, peace, justice & sustainable economic development.

This means we may avoid companies, sectors or activities where we believe there is a meaningful risk of harm, even if those investments are available in mainstream portfolios or could perform well financially.

Please answer “Yes” or “No” based on whether you are comfortable excluding investments that may create harmful outcomes for people-and-planet.

Important warning

You have answered “No” to all three of the important questions that evaluate your current values-alignment with Ayres Punchard

Based on these answers, it is very unlikely that our financial planning style & investment approach will meet your aims, preferences or objectives. Our advice process & investment research are built around ethical, sustainable, and people-and-planet considerations

Please consider reviewing your answers before continuing. If your answers are correct, we may not be the right firm for you, and you may prefer not to continue

Your next step with Ayres Punchard

We'd love to speak with you to set up a free, no obligation call to explore how we can help you

Would you like us to get in touch with you directly?(Required)

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Your Name(Required)

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(Optional) Additional questions about you

Where do you see yourself currently?

At the start of my career

Already established in my career

Considering retirement in the near future

Fully or partially retired from employment/self-employment

Are you interested in monthly support with your day-to-day financial needs?

Yes

Not yet

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Important

Monthly support means regular, ongoing help with the practical parts of your financial life.

This may include support with banking, budgeting, accessing money, organising income & withdrawals, long-term care planning, inheritance tax planning, and keeping your wider financial affairs under review.

This is still provided on an advised, arm’s-length basis. We never take control of your money, make decisions for you, or act as your attorney. We help you understand your options, stay organised, and make informed decisions.

Please change your answer to “Yes” if you are interested in learning more about this service.

Do you currently have £100,000 or more saved or invested?

Yes

Prefer not to say

Would you be interested in a quarterly investment review with our investment manager?

Yes

Not yet

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Important

A quarterly investment review is designed for clients who want more frequent oversight of their investment performance.

This service includes one full annual financial planning review, plus an investment-focused review every 3 months with our investment manager. This may help you stay closer to portfolio performance, market changes, investment positioning, and any concerns that arise between annual reviews.

This does not mean we will make unnecessary changes every quarter. It means we will review your investments more regularly & discuss whether anything needs attention.

Please change your answer to “Yes” if you are interested in learning more about this service.

Anything else we should know?

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Thank you

Thank you for telling us more about you. We’re pleased to be with you on your financial journey

Continue to the main Ayres Punchard website to explore our services, learn more about our approach to your finances, and get in touch with us directly if you have any further questions