For some clients, it is important that their investments reflect their personal values as well as their financial objectives.
We work with you to understand your priorities and incorporate these into your investment strategy where appropriate.
How We Approach Ethical Investment
Ethical investment can mean different things to different people. For some, it is about avoiding certain sectors or activities. For others, it is about giving greater weight to environmental, social or governance considerations.
Our role is to understand what matters most to you, explain the options available, and help you decide how these fit within your wider investment strategy.
Our Ethical Investment Portfolios
Through our discretionary investment management service, we offer a range of risk-rated ethical portfolios.
These portfolios are negatively screened against certain sectors, including gambling, tobacco, pornography and armaments.
They are designed to strike a balance, allowing clients to invest more ethically while maintaining diversification and targeting appropriate long-term returns.
A More Bespoke Approach
For clients who want a more tailored solution, for example avoiding particular industries, we can construct bespoke portfolios outside of our discretionary model portfolios.
Where appropriate, we can also work with carefully selected third-party investment managers who specialise in ethical investment, providing a more customised approach.
What This Means for You
- A clearer understanding of how your investments align with your values
- Access to structured ethical portfolios with defined risk levels
- The ability to balance ethical considerations with diversification and performance
- Flexibility to take a more bespoke approach where required
A Balanced Approach
Ethical investment requires careful consideration.
It is important to balance your personal values with diversification, risk and long-term investment objectives.
Our role is to guide you through these decisions, ensuring your portfolio remains appropriate both financially and personally.
Experience You Can Rely On
All our advisers have experience in advising on ethical investment strategies. Many hold specialist ethical investment qualifications and one of our advisers, Tim Ewins, has published a book on ethical investing within pensions, reflecting the depth of expertise and interest within the team.
Supporting people like you
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Investment Management
A More Delegated Approach to Investment Management
Tom is a business owner with young children, who had accumulated a growing portfolio of investments over time, alongside pension savings. As his business and family responsibilities increased, he found he had less time to review his investments and was concerned that decisions were being delayed or not made at all. While he had previously enjoyed taking an active role, he found that this was increasingly becoming a source of stress.
Investment Management
Investing in Line with Personal Values
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.
Don’t take our word for it, see what our clients say
I would highly recommend Churchill Wealth Management. Tim not only helped me with my pensions and made it stress free, he explained it all to me in a clear way and I now feel much more in control of my finances.
Gregory Cox
Professional service from the team at Churchill Wealth Management. A professional and helpful approach gave me confidence in the available options. Highly recommend their services as a knowledgeable and clearly well trusted business.
Phil Heptinstall
The team at Churchill Wealth Management gave me their expert advice on setting up the right pension plan for me in a relaxed yet professional manner. Details were put into place quickly with no fuss. Highly recommend.
Jeremy Holland-Smith
Start the conversation
There is often more to ethical investing than first meets the eye. If you are interested in exploring this area, we would encourage you to get in touch for an initial discussion.
