Socially Responsible Investing Made Easy


The world has changed and continues to do so at an alarming pace. We are pleased to say that there is a growing appreciation that investing need not be just about maximising profit and can, with a responsible and intelligent process, also be about ensuring a fair trade off between return, risk and the impact any of our investment decisions may have on either the environment or society as a whole.This in its self is becoming more and more of an issue and is increasingly significant and, in some cases, material to our investors values.

If you have any specific concerns, ethical requirements or sectors you would not want your capital to be invested in, such as companies which may damage the environment or that engage in areas such as medical testing on animals, then our Socially Responsible Investment (SRI) service aims to cater for your needs and values in this regard.

This service screens and omits inclusion of those companies within your portfolio, assuring that your capital can be made to work hard but within your own principles and values. 

If you are interested in ethical investment or would just like to avoid certain sectors of the market, please download our guide below to ethical investment and see how you can make a difference, as well as aiding us in supporting programmes aimed at helping people in the community, such as the Eco-Minds Project :Guide to Socially Responsible Investing (PDF) – Click to download

You may also wish to complete the following Ethical Questionnaire and send it in to us, which will help us to get a clearer idea of the investments that are most suitable for you:


Click image to download our Ethical Investment Questionnaire

Thank you for so much yesterday. Firstly for focusing our minds on a number of points where action will make such a difference in the short term plus giving us a plan to take us forward, hopefully to eventual freedom!!

Secondly, we very much enjoyed a lovely lunch, thank you.

- Chris and Mary P, Private Client