What we do

Our ethical investment process

Cutting across the financial advice that we give is our dedicated approach to integrating your desire to invest ethically. Investing ethically requires analysis of your social and environmental concerns as well as your financial needs. Each ethical fund or portfolio that we recommend you invest in has its own ethical investment criteria, so by understanding what issues are of concern to you it helps us make an appropriate match. It also helps us understand whether anything you already have in place is suitable.

Equally as important as understanding the issues that are important to you, is us having the ability to offer first rate ethical investments; ones good enough to support your intentions. Click here to glean an insight into the efforts that we go to to do this.