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 consider 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 companyβs 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 areΒ 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
Robert 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 profileSammy-Jo Peace
Independent Mortgage AdviserSammy joins us as an independent mortgage and protection adviser, with a background in financial...
view profileChris Lloyd
Independent Financial AdviserChris, hailing from North Wales and currently residing in Heswall on the Wirral, brings over 15...
view profileJamie Hughes
Independent Financial AdviserJamie lives in Prestatyn and has been a financial adviser for over 12 years, he also holds the chartered...
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 profileTaryn Robinson
OperationsTaryn Robinson is a dedicated Mortgage Administrator who is the newest member of our growing team....
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