The Only Way Is Ethics

Since we opened our doors we have helped clients build investment strategies that align with their risk profile, timescale and values
The way in which people live and engage with political, climate and corporate issues has changed dramatically in recent years
One of the ways clients like to engage is by controlling & considering where they invest their money



Avoid techniques use negative screening to help clients create a portfolio focussing companies whose products, services or practices align with their personal values and beliefs, thus avoiding those with a vision or products are at odds with them
Main considerations tend to be Human Rights, Environmental Impact, Animal Welfare, Arms, Fossil Fuels, Alcohol, Tobacco and Gambling


Engaging is a vastly wider architecture.
By investing the shares of a company, fund managers might have voting rights and can have some influence over the position a company takes
Positive and Sustainable themes can be wide ranging, driven by issues facing the planet;
  • Infrastructure – improving the environmental impact on towns & cities
  • Products & Services – energy efficiency, changing business practices & technologies, managing waste and recycling
  • Renewable & Alternative energies
  • Health & Wellbeing – access to healthcare, mental wellbeing, helping developing countries improve care
  • Social issues – equality, safe & affordable housing, education
  • Food & Farming
  • Transport
  • Finance and Employment

Where do you start?

Discussing your moral beliefs with us is simple, we utilise a Fact Find designed for clients wishing to adopt an Ethical / Sustainable portfolio
We employ screening databases supported by experienced and independent analysts, that has the capability to screen OUT, or indeed, IN, specific issues and criteria
This is then risk matched to your profile and discussed with you in terms of any nuances or considerations you need to make


Is the Investment Risk Greater

Generally speaking, the overall portfolio of options available diminishes when you either avoid or specifically target certain industries or ideals

We employ systems that ‘risk-profile’ investment portfolios. Taking into account the asset allocation (cash, equities, commercial property etc), together with financial strength, historic consistency of perfromance and so on, to create a ‘risk score’providing a reference point to make a decision

Cashflow is an important factor in creating financial strength. According to one leading investment platform money held in ethical funds rose from £4.5bn in 2008 to £16.7bn in 2018




My most recent case

Met with a prospective client who leads a Vegan lifestyle. Wanting to save for retirement he wanted to invest in a way that supports his Veganism, as much as possible
We have been able to recommend an investment portfolio that avoids investment in companies that derives business turnover from;
  • Intensive farming
  • Own or operate an Abattoir or poultry slaughterhouse
  • Own or operate a Fish Farm
  • Are producers or retailers of meat, poultry, fish, dairy products and slaughterhouse by-products


Saving for your future can also mean saving for everybody else’s

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