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Healthy Investment provides a range of ethical savings and investment products including ISAs, Investment Bonds, Tax Exempt Savings Plans, Regular Savings Plans and Child Trust Funds.
All of our With-profits products include valuable life cover, which we know is important to older investors.
All of our With-profits products can be used to facilitate the collection of your adviser fees and charges. We’re flexible in our approach to you and your clients and are able to offer a range of initial and regular options.
We also provide a range of ethical savings and investment products that can be completed on a non-advised basis. In these cases commission is payable.
Our Investment Funds
Healthy Investment's funds include our flagship Ethical With-profit Fund, a range of Child Trust Funds and the funds of Coventry Assurance whose members joined Healthy Investment in 2011.
Our Ethical With-profits Fund aims to provide members with steady growth through a low risk, actively managed fund over a medium to long term, whilst smoothing out the fluctuations in investment markets.
Healthy Investment was founded in 1835 and is one of the oldest financial mutuals in the UK. Unlike PLCs, we have no shareholders to pay so any profits we make are shared by our members and not paid out in dividends to shareholders.
When your clients invest in our With-profits Fund their money will always be invested in companies that can demonstrate responsible business practices and never directly in companies in alcohol, arms or tobacco industries and gambling and pornography providers.
Our compliance support provides examples of independent research and relevant literature to help with your client reports.
You can also download and print or save copies of all the important documents you or your clients need.
These include Application Forms, Key Information Documents and Terms & Conditions for all our ethical savings and investment products.
A central hub designed to support the efficient management of your clients.
Need a valuation of a client's policy, a list of your clients' policies with us, marketing literature or just changing personal details.
Our business development executives are also there to provide you with any support you may require to meet your clients' needs.
They have a wealth of financial services experience and are also available to speak to your clients if you want them to.
Call Jerrol on 0161 762 5790
or e mail us at firstname.lastname@example.org
Alternatively you can
send us a message
We believe that the best customer outcomes will be achieved by receiving quality financial advice and with over 186 years of experience, relevant products, a strong capital base and a passion for providing advisers and investors with a truly personal service. We are confident that Healthy Investment has a part to play in anyone’s portfolio.
Khadija was wonderfully supportive and informative with regard to our questions about our Healthy Investment Ethical ISAs and replied very quickly to our emails. We are very pleased to have the opportunity to invest with an excellent Friendly Society with such a long and successful history and virtuous… Read more “Khadija was wonderfully supportive and”
It has been very reassuring dealing with the same team members at Healthy Investment for the past 4 or 5 years. The phone always gets answered when you call and emails are always replied to. Everyone we have dealt with has been very prompt and clear in communication, friendly and professional. It makes a huge change from the majority of… Read more “It has been very reassuring”