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We understand that people’s ethics differ and as such we work with our clients to enable them to express their specific ethical criteria through their investment choices.

Practically, this may for example result in some of our clients choosing to avoid investment in certain types of firms like tobacco or gambling companies or focussing their investment into firms that they want to support, like renewable energy firms.

We appreciate that there is a lot of terminology within the investment industry and that terms like ‘ESG’ (environmental, social and governance) and ‘SRI’ (socially responsible investing) can be confusing and mean different things to different people. We will work with you to explain your options in simple terms and help you invest in a manner you feel comfortable with.


Please contact us if you would like to discuss your specific investment criteria by calling us on 0117 923 7652 or alternatively email us at

When investing your capital is at risk.