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