Our approach

We only work with authorised, qualified and experienced financial professionals...

We only work with authorised, qualified and experienced financial professionals who have provided thousands of clients with high quality, independent financial advice on ethical investment, socially responsible investment and sustainable investment. We will not work with those who wear the badge of ethical investment just to gain a few new clients.

Your financial needs and values always come first.

You want to grow, protect, enjoy and pass on your savings and investments. You also want your funds to do the least harm to future generations and the planet.

Your circumstances are unique and few high street financial products will meet your needs.

Many private investors are investing in a more sustainable future where the planet, people and profit are in balance, without necessarily compromising their return on investment. (notes one)

Sustainable investors range from those who use their assets to support companies creating social,ethical or environmental enterprises, to those who simply avoid the companies that are doing the most harm to people, the planet or future prosperity.

Your ethical and environmental perspectives are unique; what is acceptable and unacceptable to you will be different for someone else. You need tailored advice.

Navigating sustainable investment can be challenging and this site provides access to a large number of local, experienced, qualified and independent financial advisers who can help you build a portfolio that will balance your financial needs and personal values.

Use this site to find a specialist adviser who can help you make the most of your investments.

See the FAQ’s about sustainable wealth management to find out more.