Emma had built up a combination of pension savings and investments over her career and through inheritance. While her finances were in a strong position, she had become increasingly concerned about how her money was invested and whether it aligned with her personal values.
Our Approach
In particular, she wanted to avoid exposure to certain industries but was unsure how this could be achieved without compromising investment performance or diversification.
Our adviser, Tim, worked with Emma to understand what mattered most to her and explained the different approaches to ethical investing, including how our ethical portfolios are structured.
We recommended a risk-rated ethical portfolio, applying negative screening to certain sectors while maintaining a diversified investment approach.
The Outcome
Emma now has a portfolio that better reflects her values, with the reassurance that it remains aligned with her long-term financial objectives and continues to be managed in a structured and considered way.
