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Invest to help solve social and environmental problems

What is ESG Investing?

Ethical Investing aims to exclude profiting from activities that are considered harmful to society and the environment and to invest in organisations, companies and projects that are committed to operating in a way that is sustainable for the future.


Investors, consumers and governments are placing renewed emphasis on climate change and sustainability. This factor examines the extent to which a company is taking a ‘green’ approach.


This examines how the company manages its relationships with people including employees, suppliers, customers and local communities. In terms of employees, this criteria might include whether a business has any diversity or inclusiveness policies, or how it treats its sta!.


When it comes to assessing a company’s governance, common criteria can include whether it uses open and transparent accounting practices or whether shareholders can vote on important decisions. It also looks at how much it pays its board, including bonuses, board diversity, and how much it spends on developing new products and services. Factors include business ethics, corruption and political instability, conflicts of interest, and tax transparency

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An initial pensions consultation with one of our experienced independent financial advisers is free and will help you explore your pension options.

You might need to consolidate multiple pensions; you may be thinking about buying an annuity or how to structure your estate; our advisers can help you understand your current financial situation and plan for your retirement.

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ESG investments typically support:

• Circular economy
• Clean energy
• Conservation of natural resources
• Energy efficiency
• Recycling
• Sustainable infrastructure
• Sustainable transport

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ESG investments typically avoids:

• Alcohol
• Armaments and military contracting
• Gambling
• Poor labour standards
• Tobacco
• Unhealthy foods
• Air freight 8 Coal
• Mining
• Oil majors

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