“We all want our money to work hard for us – without it costing the Earth.”

Some of our clients ask us how they can get their money working for them – in a way that mirrors the positive difference they want to make in the world.

While some clients want to invest in companies that solely have an ethical or sustainable focus, other clients simply don’t want their investments to create harm.

This is a topic that has been close to our hearts for many years. For the increasing number of clients who wish to explore these areas with their investments, we act as both a sounding board and a guide – facilitating often heavily nuanced conversations.

Whether researching funds or working alongside discretionary investment managers, included in the areas that we discuss with clients are:-

• Armaments
• The nuclear industry
• The environment
• Human rights
• Social issues
• Animal testing

As a nimble, boutique financial planning practice, we work with clients that share our values – and we’re able to adapt quickly to meet their personal needs as well as align their investments with their ethical values.