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

Wealth Management for Entrepreneurs and Executives

  The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…

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Why use a Financial Adviser?

  In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…

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How do you find a lost pension?

  Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…

Read More...

Wealth Management for Entrepreneurs and Executives

  The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…

Read More

Why use a Financial Adviser?

  In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…

Read More

How do you find a lost pension?

  Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…

Read More
Coming to a crossroads in life

Financial Planning as a result of selling a limited company

Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as…

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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…

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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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