Transparent and honest
financial planning for a
more sustainable future


Achieve more with your money and know how it is invested.
Your values, our expertise..

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Interesting Stuff
Inflation up to 3% and likely to go further. What will Mark Carney do now?                                                                                                                                                                                                                                         ESG is fine, but there is no 'ethical' in most ESG. That allows funds to hold some unethical investments                                                                                                                                                                                                                                         Without knowing it, taxpayers are funding fossil fuel investment and this must be wrong                                                                                                                                                                                                                                         

Pioneers in ethical financial planning advice


For almost 3 decades we have been leaders in delivering ethical and trusted advice, ensuring our services help to build a more sustainable future for all, whilst meeting the financial needs of our clients.

Since 1989 we've donated over £600,000 to good causes


We've always pledged to share our net profits with organisations working towards the same goal as us.


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Why invest Ethically?


Money makes the world go round - but not necessary in the right direction! Investing responsibly helps to shift the direction towards sustainability and a better life for all....

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What we do


Providing Independent financial planning advice to those who wish to combine their investment needs and personal values when investing their money.

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30 years experience


This is where you'd expect to find glowing testimonials - but you won't! Nearly 30 years in business and looking after our clients, helping them to achieve their goals is our biggest testimonial.

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