“Ethical Investing is the economic expression of your thoughts and values.”
Ethical Investing – be part of the solution
Choose funds and portfolios that don’t invest in weapons, gambling, tobacco and fossil fuels (to name a few) and only invest in well run businesses that embrace the United Nations Sustainable Development Goals.
Steps to Ethical Investing:
Talk to us, learn about the options and tell us your goals
We’ll research and recommend a personal plan
You switch to ethical investments and start making a difference
There is no need to compromise on cost or performance while helping create a cleaner, fairer, more sustainable world. Something you can feel proud to be part of.
Ethical portfolios have the potential to outperform non-ethical equivalents and charges are competitive making them an obvious choice for smart investors.
Choose from a range of ready-made, ethical portfolios carefully selected for quality and performance. A more exclusive portfolio creation service is available for large investments.
“The idea that investors who integrate corporate environmental, social and governance risks can improve returns is now rapidly spreading across capital markets on all continents.” – Forbes 2018
How it Works
For many clients there is no need to pick individual stock or shares to create a portfolio. Instead we turn to respected and experienced fund managers who run a number of pre-created, ethical ‘model portfolios’.
We only use reputable fund managers with a track record of delivering excellence and a commitment to providing a truly ethical solution and only after having met with them to discuss their investment strategy and ethical screening processes.
No minimum (or maximum) investment: Over 45 ethical ‘model portfolios’ to choose from to suit a wide range of ethical preferences and risk profiles.
Investments over £100,000: A ‘semi-bespoke’ ethical portfolio created for you by reputable London fund managers – tailoring pre-created portfolios to match your preferences.
Investments over £300,000: A fully bespoke ethical portfolio creation service from eminent City fund managers – a completely tailor made portfolio created just for you.
Before determining which solution is appropriate for your needs we carry out a review, gather information and research based on your requirements.
After matching a fund or portfolio to your needs and preferences, it can be placed in your ISA, pension, investment account or bond.
Please call us on 023 8000 3456 and we can explain everything in more detail.
Ethical investment advice process:
The advice process is the same as you would expect from any reputable financial adviser.
We sit down with you and discuss where you are in life, what areas you feel need consideration, your investment preferences, your knowledge of financial products and your understanding of the potential risks involved.
We then balance what you want to achieve with what you need to maintain your lifestyle and make an appropriate recommendation.
What makes us different from other financial advice firms is we ask a series of questions to help us define your ethical investing preferences.
From there we can establish the correct ethical strategy for you and align this with your ‘risk profile’ to pinpoint the most suitable ethical solution.
Your Ethical Investing Choices:
With an award winning platform we give access to a choice of 4 different ethical strategies each with 10 risk-rated portfolios (total of 40 portfolios) to choose from which address a range of ethical standards and preferences.
A number of life insurance companies offer their own ethical funds to choose from.
For larger sized investments it is possible to have a completely bespoke portfolio created just for you.
By carrying out a detailed review of your circumstances and determining your ethical investing references we will be able to identify the most appropriate ethical option for you.
What is Ethical Investing?
Ethical investing is a broad term used to describe a number of different approaches to investing which seek to reduce the negative impact that industry has on our planet and the people living on it.
It’s not just about the environment (although that is a big part of it) it’s also about people and the community.
Corporate Governance (how a company is run) plays an important part in deciding if a company meets the right criteria for investment. Companies with ‘bad’ corporate governance run the risk of falling foul of scandal, bad publicity and negative investor sentiment.
By choosing only to invest in companies with good corporate governance, ethical investing is a way for investors with a conscience to have a positive impact on the way companies are run, how they treat employees, their standing in the wider community as well as their consideration to environmental factors.
At its core ‘Ethical Investing’ is a range of investment styles which go beyond simple financial returns to incorporate ethical, social and responsible values.
Rest assured, we are regulated by the FCA
Which means we operate according to the FCA’s 11 principles for business which are: Integrity, Skill care & Diligence, Management & control, Financial prudence, Market conduct, Customers’ interests, Communication with clients, Conflicts of interest, Relationships of trust, Client’s assets & Relations with regulators.
We are regulated to provide independent financial advice which means if, following a detailed review of your circumstances, an ethical option is not the right one, we can still recommend a suitable solution.
See details of our FCA registration at the bottom of every page of this website.