Investment management

Our core service is the management of a diversified portfolio of assets on your behalf, integrating your financial aims and ethical priorities.

Your investment manager will take care of everything. You do not have to make decisions on where to invest or worry about when to buy and sell. Your manager will use their professional knowledge and experience to invest your money in an individual portfolio of investments, all carefully chosen to match your financial and ethical objectives, and manage it day to day.

You can speak to your investment manager whenever you have questions or want to talk about your portfolio.

We work with around 2,100 clients across the UK and manage £2 billion in ethical investment assets.

*As at 31 December 2022