Ethical Investing

Environmentally & Socially Responsible Investments

Your investments can have a positive impact

As awareness has grown in recent years over global warming and climate change, clients are now actively searching for investment strategies that are environmentally and socially responsible.

Personal Asset Management recognises the need to offer such options, so we introduced our Melodic range of portfolios during 2019, using funds that are ‘Rated’ high on an ethical scale set by Rayner Spencer Mills, targeting risk levels 3,4,5 and 6 on a scale of 1 to 10.

Socially Responsible Investing (SRI) issues include:

  • Environmental

Challenges such as climate change, pollution and use of natural resources

  • Social

Issues that relate to people such as child labour, equal opportunities and human rights

  • Governance

Issues relating to company management such as board structure, executive remuneration, bonuses and corruption

  • Ethical

Values based and ethical concerns such as tobacco, irresponsible marketing and animal welfare


Call us on 01803 873 978 to book a free 30min initial consultation to see how our Melodic investment portfolios can ethically make your money work for you, or complete the form below and we will be in touch.

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Personal Asset Management are Independent Financial Advisors with over 50 years combined experience.  We have clients throughout Torbay, Newton Abbot, Exeter and the South of England, with our office based in Kingskerswell.

Our services include investment advice, Inheritance Tax planning, pension advice and retirement planning, mortgages and equity release.