EthicalInvestments

Enabling our clients to achieve their investment objectives without compromising their values.

Ethical Investments

An investment solution tailored to your principles without compromising your objectives.

Responsible investing, by way of specific ethical and “green” funds has been around for a long time but, in the past, the limited choice often compromised traditional investment principles such as diversity, risk control and performance.

As ethical investment options have developed, we can now provide risk graded, diverse portfolios that integrate with ethical preferences, enabling our clients to achieve their investment objectives without compromising their values.

Although the avoidance of specific industries remains an important element of ethical investing, our approach also includes funds which adopt positive selection criteria or follow broader themes such as climate change and sustainability. Many funds may also engage with companies to encourage better environmental, social or governance standards.

Furthermore, this approach is available across the full range of products including pensions, income drawdown, ISAs and unit trusts, enabling our clients to achieve their objectives and to “profit from their principles”.

 

The value of your investments can fall as well as rise and is not guaranteed.

Our clients are what make us

Testimonials

We are very happy to recommend Shorts Wealth Management and Simon for pensions advice.

Mike and Jane
from Wingerworth, Derbyshire

We very quickly knew that our interests were in good hands.

Julia Procter
Director

Shorts have been advising our family since 1969.

Jamie Dennis
from Matlock, Derbyshire

Shorts’ knowledge and expertise quickly identified a suitable solution.

Martin and Melanie Southwell
Directors

I look upon Shorts as a ‘safe pair of hands’.

David Bowring
Bowring Transport Ltd

Excellent wealth management bringing security and success.

Frank Berry
Chesterfield

Award - winning

Best Private Client Tax Practice

Tolley's Taxation Awards 2020

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COVID-19 - BUSINESS AS USUAL (WELL ALMOST!)The need for good financial advice has not gone away and we have worked hard to ensure that we can continue to provide advice during this challenging period. Indeed, rarely has the need for investment and retirement advice been more important in such turbulent economic circumstances. Whilst we adapted our approach due to the current restrictions, our team members are now back in the office. We continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. If you are looking for financial advice please use the “contact” link on our website or telephone 01246 559955 or email simon@shorts.uk.com