Ethical Investing

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What does ethical investing really mean?

Ethical investing is about making sure your money is working in a way that matches your personal values.

Whether it’s avoiding certain industries or backing businesses that support positive change, the goal is to grow your investments while still feeling good about where your money is going.

You can still aim for strong returns, but with a clearer conscience.

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UK Financial Planning Image - Financial Advisor Matt Leadley
UK Financial Planning Image - Financial Advisor Matt Leadley

Can you still get good returns by investing ethically?

There’s a common belief that choosing ethical investments means sacrificing performance, but that’s not always the case.

Many ethical funds are designed to balance growth with responsibility, and some have outperformed more traditional options.

The key is choosing the right mix for your goals, while staying true to what matters to you.

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How do you know where your money is being invested?

It’s not always easy to tell how ‘green’ or ethical a fund really is, which is why advice from an independent financial advisor can help.

We’ll look at where your money is going, how companies are screened, and whether your investments truly reflect your ethical preferences, giving you more confidence in your decisions.

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UK Financial Planning Image - Financial Advisor Matt Leadley

Why Choose Us for Investment Advice?

Understanding Your Investment Options

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Before deciding where to invest, it’s worth thinking about how long you’re happy to tie up your money and how much risk you’re comfortable taking. We’ll work closely with you to make sure your investment choices feel right for your situation and are suited to your long-term plans.

Ensuring You Are Invested in a Tax Efficient Manner

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There are plenty of options when it comes to investment wrappers, each offering different tax benefits. Making sure your money is placed in the most tax-efficient wrapper for you can help improve returns and reduce the risk of unexpected tax charges later, especially if you decide to access those funds down the line.

Investing For Your Children

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If you’re looking to save or invest for your children’s future, it’s important to strike the right balance between growth potential and the level of risk you’re happy to take. We’ll help build a plan that gives their funds the opportunity to grow while still feeling comfortable for you.

Ethical & Sustainable Investing

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You might want your investments to reflect your personal values, whether that’s focusing on sustainability or avoiding industries like fossil fuels. We’ll take your preferences on board and help ensure your investments match the approach that feels right for you.

The value of investments and any income from them can fall as well as rise. You may not get back the full amount invested.

Past performance is used as a guide only; it is no guarantee of future performance.

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The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

UK Financial Planning Limited is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.

UK Financial Planning Limited is registered in England and Wales, company number: 15000141, registered office address: 28 Williamsfield Road, Cranswick, Driffield YO25 9BH.

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