Charity

See in this short video how you can secure your financial future whilst also helping Bobath Scotland to change the lives of children with cerebral palsy.

"Customers really can change the lives of children with cerebral palsy, with Greenfinch adding to every donation you give from your returns. Simply select your charity and let your investment do the rest.

Virginia Anderson
Head of Fundraising, Bobath Scotland

Real World Performance Over The Last 5 Years

An investment made into our investment manager TAM’s Mainstream portfolios from 1st April 2014 has delivered the below performance:

Cautious 35/65

Portfolio
14.30%growth

Balanced 50/50

Portfolio
22.71%growth

Growth 65/35

Portfolio
21.94%growth

Adventurous 85/15

Portfolio
27.46%growth

This real world cumulative achieved performance is net of fees – i.e. the numbers include the deduction of all charges.
 

 See More Performance Details

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Source: TAM Asset Management Ltd. Figures shown above are for TAM’s existing Focus portfolio range which will be mirrored by the Mainstream portfolios available through Greenfinch. Performance figures shown are for the period 1st April 2014 to 31st March 2019. TAM also have a range of Ethical portfolios which will be replicated and made available through Greenfinch. Past performance is not necessarily a guide to future returns. The value of investments and the income from it, may go down as well as up and may fall below the amount initially invested. This real world cumulative achieved performance is net – ie. The numbers include the deduction of all fees. The awards shown have been gained by TAM for their management of their existing Focus portfolio range.

Spread your wings into digital investment with Greenfinch

We believe that everybody should have the opportunity to invest their money in a smart and affordable way, but investment solutions are often out of reach for all but the wealthy. Greenfinch proudly challenges this inequality with a straightforward service enabling you to smash through the barriers between you and the investment portfolio you deserve. We provide you with direct access to the award-winning FCA regulated investment manager, TAM Asset Management Ltd (TAM), who manage the Greenfinch investment portfolios.

THE TAM TEAM The experienced and award winning TAM Asset Management team manages the portfolios that Greenfinch investors can access. TAM’s performance is laid out in this site and speaks for itself.


Our Award Winning Team

LOW COST PORTFOLIOS For only a few pounds a month you can access a diversified portfolio containing a blended mix of funds run by some of the most successful investment managers in the world.


How We Invest

Ethical PORTFOLIOS Access portfolios that invest in funds prioritising ethical considerations without compromising on potential returns.

 


About Ethical Portfolios

You Give We Give“Charity begins at home” and so our portfolios focus on enhancing your financial wellbeing. But our You Give We Give scheme allows you to donate a slice of our fees and your gains to a charity of your choice.

A Look At You Give We Give

 

We’ve Earned Our Trust



Greenfinch & TAM Asset Management

Greenfinch provides you with direct access to the award-winning FCA regulated investment manager TAM Asset Management Ltd who will manage your portfolio. TAM have been managing clients’ wealth for over a decade.



Asset Security

Your assets are safely held by one of the world’s strongest financial institutions Pershing, a part of Bank of New York Mellon and you are also protected by the Financial Services Compensation Scheme.



Simplicity

We provide a quick and easy way for you to decide yourself whether one of the investment portfolios is right for your needs. This means you know what to expect going forward if you choose to proceed.



Keeping You Informed & Supported

We provide you with an easy to understand way to keep track of how your portfolio is doing via clever technology. The Client Support team are just a call or email away.
 


 

Learn More On How We Have Earned Our Clients Trust  

IN THE PRESS

Give and gain: charitable investments that benefit Yorkshire Air Ambulance

Yorkshire Air Ambulance announces a new partnership with Greenfinch, the online charitable investment platform. Support our vital emergency service with this novel fundraising channel. As a supporter of Yorkshire Air Ambulance, you directly contribute to a vital emergency service: one that rescues patients who require the most urgent care. These donations ensure that the charity can continue to do its best work for Yorkshire and the Humber.


Yorkshire Air Ambulance: 4th December 2018
Investing to #FightEB

We’re delighted to be partnered with investment platform Greenfinch’s You Give We Give initiative to #FightEB. The You Give We Give initiative allows investors using Greenfinch’s online asset management platform to give a percentage of their annual profits to DEBRA, while also having the option of making an initial donation when they open their accounts.


DEBRA: 19th December 2018
You Give We Give: the smart investment that benefits you and Willow

If you’re one of our supporters, you know that your contributions give Special Days to young adults living with life-threatening conditions such as cancer, motor neurone disease, cystic fibrosis, muscular dystrophy and Huntington’s disease. What you may not know is that your savings and investments can have additional benefits for Willow – without it costing you a penny.


Willow: 9th November 2018
Give and get: the smart investment that benefits you and Alzheimer’s Research UK

Disposable income or accrued wealth can sit in a shoebox under your bed – or you can put it to good work through investments and donations. As a supporter of Alzheimer’s Research UK, your contributions to this important charity help in the search for a cure for dementia. What you may not have known is your savings and investments can additionally benefit Alzheimer’s Research UK without it costing you a penny.


Alzheimer's Research UK: 22nd August 2018
Alzheimer’s Research UK partners with new investment platform

Alzheimer’s Research UK is ‘delighted’ to be partnered with Greenfinch – a socially responsible investment platform which offers its members the chance to give back to a chosen charity.


Alzheimer's Research UK: 13th July
Online investment platform adds charity partners

A new non-advised online investment platform that provides charity members with access to expertly managed investment portfolios – while also giving them the opportunity to benefit their chosen charity in the process – has added four new charities to its partner list.


Charity Digital News: 29th June 2018
New Wealth Management Service Launched

A new wealth management service has been launched on behalf of Willow which is designed to help supporters invest sensibly for their futures and help create more Special Days in the process.


Willow: 3rd May 2018
New partnership allows investors to raise money for Bobath

Bobath Scotland needs to raise £8.50 of every £10 we spend to deliver our services and support to children and adults with cerebral palsy. We are pleased to announce that we have partnered with TAM Asset Management in a new initiative that allows individuals to invest their money while raising funds for our therapy centre.


Bobath Scotland: 27th April 2018
New Greenfinch platform helps charities benefit from people’s financial investments

A platform has launched that lets people support charities through their financial investments. Greenfinch is a white label wealth management platform from TAM Asset Management that enables people to invest in a range of mainstream and ethical portfolios, either directly via a general investment account (GIA) or via an individual savings account (ISA). Each portfolio and product is part of TAM Asset Management’s You Give We Give (YGWG) donation scheme, which gives investors the opportunity to donate a percentage of their annual profits to a charity of their choice. Investors are also given the opportunity to make an initial donation upon opening their accounts.


UK Fundraising: 18th April 2018

NEWS FROM US

But Don’t Just Take Our Word For It

Brian, Yorkshire
“In all my dealings I have found honesty, professionalism and above all efficiency. Couple this with a good consistent track record and support and you get my strong recommendation.
Kenan, London
“The level of personal service I have received is exceptional. I am always made to feel important, no matter what my query may be.”
Sandy, London
"A pleasure to deal with. Proactive customer service with excellent attention to detail. The online system to review investments is very easy to use which I love! Overall a great all-round service which is rare in today’s market."

Your Choice Of Access

A GIA

A General Investment Account can be opened quickly and easily with as little as £100.

An ISA

An Individual Savings Account with tax efficient savings and an annual allowance of up to £20,000.

A SIPP

A Self-Invested Personal Pension is coming soon!

 

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