Ethical Investing


What is Responsible Investing?
Responsible investing is the inclusion of non-financial considerations in investment decisions, like reducing climate change, eradicating poverty or promoting gender equality, whilst also maximising long-term returns.
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​Through our market leading analysis tools, we are able to report in detail to you on all aspects of responsible investing so that you have awareness of this within your own portfolio. We respond to specific enquiries as regards this and offer a general overview as part of our services.
Typically these considerations are categorised into environmental, social and governance (ESG) criteria:
Environmental criteria relate to how well a company or country contribute to the preservation of the natural world – includes issues like climate change, waste, pollution and consumption of natural resources.
Social criteria measure a company or country’s relationship with customers, employees, suppliers and local communities – includes issues like human rights, data protection, customer satisfaction and diversity.
Governance criteria focuses on how well aligned a country or company is to the needs of their stakeholders – includes issues like whistle-blower schemes, corruption, lobbying, board composition and compensation.
Our Investment specialists
We have a dedicated team of investment specialists who have a deep understanding of the products available. They carry out in-depth due diligence on all products and providers and maintain an in-house list of approved plans.
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This means that your financial planner can select the most suitable plans and features to meet the unique needs of your family and the planet.

TESTIMONIALS
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9-11 Peel Brow
Ramsbottom
Bury, BL0 0AA
01204 238 500