How can you invest Ethically?

At some point in our lives we may need at least on the products listed. Any of these can be linked to an Ethical, Sustainable & Responsible fund (or company).


  • Pension Plans
  • Company pension schemes
  • Pension transfers
  • Life assurance
  • Regular savings
  • Lump sum investments
  • ISAs
  • Critical Illness Protection
  • Mortgage related plans
  • General Insurance


* The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.


After getting to know you, listening to your unique situation and conducting a fact find we can arrange a financial solution that is right for your wants, needs & views.


Does it make a Difference?

Investing in an ethical, sustainable & responsible way is now acknowledged as a sound medium to long-term strategy. The rapid increase of individuals, charities and companies to seek profit responsibly via ethical investment is becoming more & more common.

It is important to remember that much of sustainable & responsible investment concerns the positives of business life such as respect for the environment, people and local community. By investing in what is right for you it is also applying influence to how your money is used. We all have desire to grow our money but stop when it comes to financial activities we are not in agreement with. The faster Sustainable & Responsible Investment grows, the greater the pressure for the investment institutions, to move away from areas with unethical/socially irresponsible issues.

This rigorous screening processes involved in ethical investment can help to identify great potential in companies in the long term. It is becoming widely accepted that sustainable & responsible companies may prove to be even better financial investments in the future.

An advantage is the proportion of smaller companies included in such a portfolio, as the high performance of smaller companies over the long term is well documented. It must be remembered, however, that past performance is not necessarily a guide to future performance and that the price of units can fall as well as rise.