We have a long tradition and interest in ethical investments. Rather than putting together a model portfolio that aims to suit all ethical investors, we recognise that our clients have varied views and interests, so as always, we believe a bespoke approach is best. We want you to be comfortable with all aspects of our advice so please talk to us about the things that matter to you and we will tailor our advice accordingly. Our experience shows that our ethical portfolios can hold their own against non-screened holdings.
The most crucial factor in any portfolio is you. We will involve you fully in the selection process so you have complete clarity about the risks, what returns you need to generate and when you will need to release capital to reach your goals. That also means you have complete control over what you invest in and can tailor your portfolio to suit your ethical and environmental beliefs.
Some of our clients are very active in their support of charities and we are happy to assist in assessing which charities can best meet a client’s needs and use funds effectively both during lifetimes and via bequests in wills. We are also happy to discuss the benefits of tax relief that apply in both cases.
Above all, we are advisers, so that means working with you rather than taking over your funds and excluding you from the decision making process. We are here to help you stay on the right path.