Ethical investing

With the right strategy in place, you can grow your wealth in a way that puts you in a stronger financial position and aligns with your personal values too. Learn how we can help with that.

Investing your money,

your way

If you follow a particular set of principles in how you live and where you shop, why should investing your money be any different? With our support, you can carry your personal morals and beliefs through into your investment portfolio, seamlessly.

Our experts routinely use investments that are environmental, social, and governance (ESG) screened. This allows us to integrate ESG considerations without compromising on cost, diversification, performance, or your overall investment journey.

In other words, you’re able to invest your assets in companies that operate a socially conscious business model, have good green credentials, or use favourable business practices.

Let us know your preferences, and we’ll turn them into reality.

Is ethical investing

profitable?

Placing your money with green or socially responsible businesses doesn’t mean you’re making second-rate investments. In fact, there’s proof that ethical investing could be a very wise move.

Research by Bloomberg Intelligence suggests global environmental, social, and governance (ESG) assets will hit $40 trillion by 2030. That means now could be the perfect time to marry your personal ethics and your money. If you’re unsure of how to take that forward, we’re here to help you every step of the way.

Read reviews from real clients

You can always expect a first-rate service from us, but don’t just take our word for it.

Instead, read the excellent reviews left by our valued clients on VouchedFor, the UK’s leading independent rating platform for financial planners. Click the link to read more.

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