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Find an independent financial adviser to help you invest sustainably.
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There are no typical or average ethical investors.
Whatever your background or situation, you probably want to minimise the harm or maximise the good your investments are doing, while ensuring an income or return that meets your financial needs - essentially to balance their investment performance with your values.
Mainstream funds often invest in companies that are involved in tobacco and alcohol manufacture, pornography and gambling, weapons production, the exploitation of children and animals, nuclear and fossil fuel energy, with oppressive regimes and do environmental damage. Most ethical funds simply avoid the companies above. Some support companies that are doing remarkable things to eradicate disease, help the elderly live longer and healthier lives, create new clean, efficient technologies or harness the power of nature to provide power for homes, transport and businesses. If you would benefit from independent advice on how to invest in a way that minimizes damage to the environment and society, then simply complete the form opposite. We will then connect you with a financial professional, in your area, who has proven expertise in investing but also sustainable, ethical or socially responsible investment.
Use this site to find specialist advisers who can help you make the most of your wealth.
See the FAQ about sustainable wealth management to find out more.
Who We Help
We will help anyone who is looking to invest in a more ethical, environmental or sustainable way.
We have created our recent and current economic woes from unsustainable,environmentally destructive and unethical investment. There is a better way.
Whether you have a substantial portfolio or a few hundred to invest, we can help or put you in touch with an IFA who will understand your needs and will create an investment strategy that meets both your financial and ethical criteria.
Your needs and values are unique but everyone can make a difference through bespoke financial planning.
By completing our form, you can start making that difference today.
- Sustainable – balancing near-term interests with the prosperity of future generations and the long term viability of the planet
- Wealth – an abundance or something
- Management - the act of directing, handling or control
Our Approach
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.
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 about sustainable wealth management to find out more.
Who We Are
Sustainable Wealth Management is part of the Blue & Green Communications network, a specialist publisher that encourages investment in, and purchase from, fast-growth and innovative companies that balance the needs of planet, people and prosperity.
We publish the free online investment magazine, Blue & Green Tomorrow, which covers all areas of sustainable investment and living.
There are many exceptional sources of information on sustainable investment. We recommend the following:
- Blue & Green Tomorrow – www.blueandgreentomorrow.com
- UKSIF - www.uksif.org
- EIA - www.ethicalinvestment.org.uk
- EIRIS - www.eiris.org
- Your Ethical Money - www.yourethicalmoney.org
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FAQ
What is sustainable investment?
Sustainable investing, also known as socially responsible investing, green investing, or ethical investing, describes an investment strategy that seeks to maximise financial, social and environmental good.
In general, sustainable investors favour companies that promote environmental stewardship, consumer protection, human rights, and diversity. Some (but not all) avoid businesses involved in alcohol, tobacco, gambling, weapons, and/or the military. The areas of concern recognized by the SRI (Socially Responsible Investment) industry can be summarized as environment, social justice, and corporate governance (ESG).
Many mainstream funds invest in companies involved in tobacco and alcohol manufacture, pornography and gambling, weapons production, the exploitation of children and animals, nuclear and fossil power, regular human rights abuse and environmental damage.
You can download our report on sustainable investment here.
Are there different types of this kind of sustainable investment?
You can invest in companies that are 'doing good' (developing clean technology, building social enterprises, curing disease, etc.) or simply screen out those companies that are doing the most harm. You should balance the return you want with the activity of the fund or companies you are investing in. Do not be afraid to ask questions about what companies make up a fund.
What do you mean by investable wealth?
Your investable wealth is all of your financial assets (excluding your primary home). This will include savings (ISAs, bank and building society accounts) and investments (bonds, shares, funds, unit trusts, investment trusts).
What do you mean by investable wealth?Your investable wealth is all of your financial assets (excluding your primary home). This will include savings (ISAs, bank and building society accounts) and investments (bonds, shares, funds, unit trusts,investment trusts).
Why do you recommend paying for advice?
Investments are increasingly complex. Unless you invest for a living, you risk investing in companies whose activities you disagree with and not getting the results you need. Independent financial advisers who specialize in sustainable investment are rare, but they can help you find the right products that match your views on sustainability, with the financial return you want to gain.
This expertise comes from years of experience and that experience is worth paying for.
Advisers should be very open about their charging structure, whether it is a flat fee, commission or a combination of both.
What questions should I ask an adviser?
It is important to prepare before you meet your adviser by being clear on what you want your money to do, how much you can invest and how much risk you are willing to bear.
Which companies does this product put its money into?
The building blocks of most investments are individual companies. It is the activities of these companies that you should be interested in regardless of whether the product is badged as green, ethical, socially responsible or sustainable.
Does this product meet my financial and ethical requirements? What are the risks? What are the charges and how are they paid? How do the charges compare to similar products? Is this the best deal I can get? If there are regular payments, what happens if I cannot keep them up?