Ethical Investments

Ethical Investment Advisers based in Worthing, West Sussex

Our Ethical Investment advisers have access to the leading fund managers with specialist ethical, green and socially responsible funds.

Our ethical investments team can build a financial plan that helps make a difference to your financial future as well as the future of the world around us.

Types of Ethical Investments

Ethical Investments and Green Investments come in all shapes and sizes and many have very different investment objectives. For example, one fund may invest in ethically-sound corporate bonds issued by UK Companies whilst another may invest in International Equities issued by green companies in foreign markets.

As a result, the performance and risk of these funds will vary, just as they would with other investments.

Screening Investments

Ethical investment funds screen the companies that they choose to invest in. This screening can be ‘positive screening’ or ‘negative screening’.

Positive Screening will result in the support and encouragement of companies that are involved with services such as:

  • Green Energy
  • Sustainable Living
  • Social Responsibility
  • Environmental Services

Negative Screening will result in the avoidance of companies dealing with, or linked in anyway with:

  • Gambling
  • Weapons and Armaments
  • Alcohol
  • Tobacco
  • Energy companies with unsatisfactory environmental track records

Speak with our financial planners today

Latest Ethical Investments news & case studies

Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

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Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

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Nigel is looking for an investment that will reduce his Income and Capital Gains Tax Bill

Nigel is 55 years old, an additional rate taxpayer, lives in Brighton and works in the city. Nigel’s company was bought by another, and he…

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Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

Read More

Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

Read More

Nigel is looking for an investment that will reduce his Income and Capital Gains Tax Bill

Nigel is 55 years old, an additional rate taxpayer, lives in Brighton and works in the city. Nigel’s company was bought by another, and he…

Read More

Daniel and Julie need to release some equity from their property

Daniel and Julie are both 77 years old, retired and own their own home in a private estate in Angmering. Their house is worth around…

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