Conscientious investors
Investing with a conscience need not mean less potential growth
Increasingly, people are demanding ethical investments that help reduce the impact of business on the climate and society.
If you are one, we can work with you and place your investments in funds that meet your ethical and social beliefs. As a practice, we believe in doing the right thing for you, which dovetails into our commitment to help people who want to invest in ways that’s right for society and good for the planet.
Using our Lifestyle Financial Planning Service, we’ll help you find the investments that match your values, whether that’s reducing man’s impact on the climate, reducing pollution or supporting communities. Maybe it’s all three.
Our experience means we’ll help you find ethical funds to suit you, while retaining the potential growth you are looking for.

As experienced investment planners, we can help you find ethical strategies that match your values

We’ll work with you to fully understand your values, and match those to your investment

Find peace of mind that your investments provide potential growth while dovetailing into your values

We are members of the UK Sustainable Investment and Finance Association and The Ethical Investment Association (EIA)