Ethical Services

Ethical Investment

Since the first UK ethical fund was launched in 1984, an increasing number of people have been expressing concern over the activities of the companies in which their money is invested. Ethical or socially responsible investment allows individuals, companies and charities to invest in a socially responsible way, without compromising their beliefs and principles. Most investment wrappers (ISAs, pensions etc) will allow you to choose a fund that suits your beliefs, so that you can make a positive statement with your money. The careful selection processes involved in ethical investment can help to identify companies that have the potential to do well, both socially and financially. An ethical fund manager will judge stocks on both their positive and negative attributes, examples of which are shown below:   Positive   Negative ► A good safety record ► Nuclear power/fuel ► Environmental protection ► Trading in arms ► Openness about activities ► Repressive regimes ► Pollution control ► Tobacco or alcohol promotion ► Energy conservation & recycling ► Animal testing and exploitation ► Production of recycling equipment ► Third World debt/exploitation ► Equal Opportunities Policy ► Gambling Please contact us if you are interested in integrating ethical investing into your financial planning.  We will be happy to accommodate such investments within your Financial Plan.