Ethical and Sustainable Financial Planning 

Ethical Financial Planning is of increasing popularity.

Many people who want to make money or provide financial protection for the present and their future also want to contribute to protecting the environment and a better society.

Ethical financial planning is about striking a balance between your money doing well for you and doing some good for society and the planet. It is often known as Green or Socially Responsible Investment (SRI).

Ethical Financial Planning has shaken off its image as “only for rich hippies and do-gooders”. A 2011 survey by UKSIF indicated that half of us would like to make money and make a difference and it is a myth to say you can only have one or the other.

In the past 3 years, most of the Ethical investment funds have out-performed many of the traditional products sold by most banks and traditional advisers. With over £35 Billion invested in ethical funds, it is no longer a fringe market.

 Do you know where your money is going?  Do you know what you own?

Everyone believes in something or has a view on issues like the environment, human rights, working practices, arms, tobacco or pornography industries. 

Many of the people who seek ethical financial planning are from Charities, Church Groups or have social conscience. Ethical investment is wide ranging and covers the whole political spectrum.

Isn’t it worth checking to see if your money is where your mouth is?  

Your beliefs are as personal as your finances.

A traditional Independent Financial Adviser will offer solutions to your financial requirements. An ethical review will help to match these up with a "made to measure portfolio" that fits your feelings and your finances.

How does an Ethical Financial Review help you?

Aims:  To help you understand where your money is and what it is supporting, often without your knowledge.  

To find the right financial products and achieve a balance between your beliefs and needs.

Process:  The review includes a full assessment of your personal beliefs and a thorough analysis of your current and future financial circumstances.

It can include filtering out funds that invest in weapons, oil, child labour, nuclear, countries with a poor human rights record or firms which damage the environmental. It can also seek out and support firms and industries that make a positive impact through work practices or green energy.

Outcomes:  A personal report including a series of detailed recommendations that identify how you can meet your financial needs and support the things you feel strongly about.

NOTE: The value of your income from your investment can go down as well as up. The value of your investments can go down as well as up, so you could get back less than you invested. The information provided on this website is intended as general and for the benefit of persons aged over 18 and UK resident. This information is not intended to constitute advice and should not be taken as such.

Do you know what you own?

 The growth of Ethical Financial Planning

 Ten years ago, very few people recycled their rubbish. Some people were thinking about energy efficiency and solar panels. 

Fewer were aware of Organic Produce and Fairtrade goods. Many people felt they were doing their bit for the planet and less fortunate people in the world by giving to the occasional charitable fundraiser.

Many things have changed in the past decade: we have seen a huge global financial crisis, a growing mis-trust of Banks and more recently unrest in the Middle East.

In March 2013 £75 million was raised by Comic Relief indicating that giving to charity has continued to be a consistent outlet for people to show that they care.

But does this “text a fiver” approach undo the potential damage that your money is doing to people or the planet when your investments might be funding environmental damage by the oil, gas or nuclear industries?  Especially when it is revealed that Comic Relief funds have been invested in arms companies and firms that exploit child labour.

If you want to make a difference and make money, call us to arrange a Financial Review that will highlight exactly what you own and what it does.

Contact Robin Wood on 01792 424124 / 07846916728


Please note: All website links on this page are to external sites. As such, Park House Financial Services cannot vouch for or be held responsible for their content or for any actions taken as a result of information found through them.

 Ethical Finance Planning - Training and Consultancy

Specialist Charity, Small Business and Social Enterprise financial training and consultancy services could help your business to 

  • make your financial affairs contribute to organisational goals, 
  • engage key stakeholders and
  • put your money where your mouth is.

       call Robin on 01792 424124 

      or email

(A separate service - not regulated by the FCA or provided as part of Lighthouse Advisory Services Ltd) 

Get In Touch

For more information about how you make a difference by moving your money or for a free initial assessment of your circumstances call Robin on 01792 424124 

or email

 For general information, visit the Ethical Investment Association website at

Other Ethical Investment Resources:

and New ethical investment information site

Click here for an independent guide to Ethical Financial Advice: