Environmental, social and governance (ESG) investing looks to find companies which share the same principles as you. Some companies may adhere to one or more of these areas, however what’s considered responsible to one investor, may be something very different to another.
Environmental criteria typically considers how a company performs as a steward of nature and the local environment, such as pollution. Social criteria examines how it manages relationships with employees, suppliers, customers, and the communities where it operates. Governance deals with a company’s leadership, management / executive pay, audits, internal controls, and shareholder rights.
ESG and Ethical investments are wide ranging and at times it can be difficult to truly understand what the underlying companies really do. We spend the time to get to know your goals and how best to meet them.
It’s now widely accepted that companies with strong ESG profiles may be better positioned for future challenges and experience fewer instances of bribery, corruption, and fraud.

Did you know? We plant a British native tree for every new pension and investment client. This helps to offset our carbon footprint along with helping to promote a better environment.
Why choose us
Whole of Market
Being whole of market gives us a real advantage when it comes to ethical investments, we can search all available places to find you the right investments that are in line with your principles.
Investment Committee
We review all our products and services as an investment committee, this gives you the confidence than any solution we recommend has gone through a robust research and due diligence process.
Goals Based
We are goals based and never assume we know what you want, or what your principles with ESG investments are. We take the time to get to know you and your goals, crafting bespoke solutions.
ethical screening
Most ethical funds screen companies to decide whether they should be allowed into the portfolio. There are two types of screening that are commonly used: negative and positive. Negative screening is where you exclude certain things, usually alcohol, tobacco, arms and pornography companies or companies in oppressive regimes.Positive screening tries to include companies that add something to the community, that have good corporate governance and working practices, for example.
Using a mixture of the two types of screening can let the fund manager consider more arguments. Another way in which some fund managers incorporate socially responsible principles into their management is by talking to companies.
- Climate Change
- Natural Resources
- Pollution & Waste
- Recycling
- Staff Welfare
- Corporate Behaviour
- Community Engagement
- Product Liabilities
screening factors
Our team
Sam Bentley
Independent Financial AdviserFollowing his degree at York university where he got a Ba (Hons) in Politics with International...
view profileVictoria Nabarro
Independent Financial AdviserVictoria has been a financial adviser for over 6 years and is a chartered financial planner and...
view profileCleona Lira
Independent Financial AdviserCleona has been a financial adviser for over 14 years and is a chartered financial planner. Cleona...
view profileNykki Dale
Independent Financial AdviserWith over 25 years of experience in financial services from insurance to independent financial advice,...
view profileBethan Jones
OperationsBethan has circa 20 years experience in financial services. An experienced paraplanner, qualified...
view profileRobert Lewis
Independent Financial AdviserWith over 15 years of experience in financial services from stockbroking, banking and independent...
view profileElla Catherall
OperationsElla joined financial services following her degree in economics and accounting, since then she...
view profileElyn Dutton-Sullivan
OperationsElyn joins us from a hairdresser background, where over the last few years she's been assisting...
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