Ethical Investments

The results of our 2019 Ethical Investment Survey are in!

Last month we sent out our annual ‘Pro-Ethical’ questionnaire to all of our Pro-Ethical clients.  We wanted to know what ‘ethical investment’ looks like collectively to our clients. Once again we used Survey Monkey to create a very simple questionnaire that allowed our clients to select measures of importance from 0-3 for various potential investments. 

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Positive News in a Negative Market

It’s tough out there right now for investors.  We know that markets will recover, but you would be forgiven for feeling a trifle negative currently.  We are seeing that our client portfolios have currently managed to reduce the full impact of FTSE 100 losses – but is there anything more we can feel positive about?

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How ‘Good’ is your investment?

Katy Caine reports back on her visit to this years ‘Good Money Week’ in London. Last week, I attended the ‘Good Money Week’ in London. I was invited to represent Thomas and Thomas at the Aberdeen Standard event which is in its fourth year. It is a small event but it is gaining momentum. The

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Darren Passes Social Investment ACT Qualification

Since making it to ‘Fellow’ a couple of years ago, the exam front has been a bit quiet for Darren as he has been developing the business and helping the future generation get through their own professional qualifications. However, the new ‘Adviser Competency Manual’ or ACT issued by Worthstone and supported by the Cabinet Office,

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Emma Jones reports on our latest ethical investment client survey:

Darren has been building bespoke ethical investment portfolios for his clients for the past 13 years or so. Upon joining Thomas and Thomas as a trainee financial planner, I was immediately fascinated by this area of investment. Since the launch of our unique ‘Pro-Ethical’ offering in January last year – we have seen a marked

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Every investment has an impact

Darren reports back on the recent Social Impact Academy Conference in London. On the 29th of November, Emma and I traveled to London to attend this years’ Social Impact Academy.  This annual event is designed to promote the benefits and techniques of ethical investment – to professional advisers. Some 200 paying candidates arrived for an

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Brochure

Download our Welcome to the Family Brochure

Download our short ethical brochure to get a good idea of our approach and offerings.

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