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"The earth has music for
those who listen."
William Shakespeare

Ethical and Socially Responsible Investing

Ethical investing starts with your ideas and principles – what you believe to be important. Views vary from person to person, as does the approach of most ‘ethical’ funds. Some funds have very strict criteria and will screen out companies that do not meet these, whereas other funds have less strict criteria and may select the best company from a group, even if it does not meet all of the set criteria.

Some funds are labelled as Socially Responsible Investments, some Ethical, some Sustainable and some Climate Change.

These screens have led to the perception that many ethical funds can underperform as they do not tend to include larger companies in industries such as tobacco, pharmaceuticals and mining (which have historically delivered strong performances).

While there is a narrower stock universe than their unconstrained counterparts, there is no evidence that following your conscience will lead to poor returns on your investment.

Some funds apply screens to avoid investing in unethical areas. The strictness of these screens can vary. For example, a fund that avoids tobacco will avoid investing in tobacco companies but may invest in companies where tobacco products are sold. A fund with a strict view will avoid investing, but a fund with a more balanced approach may invest as it is not a core business area.

Your Sterling & Law financial adviser will discuss your ideas and principles with you to help you find the
right investment.

Contact us today

If you have a query for us, please fill in this short form. We aim to respond within a few hours. 

Our Ethical and Socially Responsible Investing Advisers

Looking to discuss Ethical and Socially Responsible Investing?

Find a local adviser from the list below.

Sterling & Law has independent financial advisers covering London, the Home Counties,
and the South of England.

London
T: 020 8699 4439
M: 07973 618 809
Gillingham, Kent
T: 01634 580 164
M: 07966 209 225
London, West End
T: 020 7193 6848
M: 07967 096 696
Maidstone, Kent
T: 01622 671 025
M: 07790 592 185
Gidea Park, Essex
T: 01708 741 860
M: 07889 322 263
Ealing, London
T: 020 8932 2211
M: 07931 353 048
London & Home Counties, Chelmsford, Essex
T: 01245 602 129
M: 07879 495 409
Brentwood, Essex
T: 020 3740 5856
M: 07525 435 315
Bexleyheath & Sevenoaks, Kent
T: 020 3740 5856
M: 07974 168 962
Paddock Wood, Kent
T: 020 3740 5856
M: 07834 465 820
Ingatestone, Essex
T: 01277 354 852
M: 07527 017 585
London City
T: 020 3751 6265
M: 07734 561 450
Herts & Beds
T: 020 3740 5856
M: 07429 018 302
London City
T: 020 3740 5856
M: 07530 921 724
Croydon, Surrey
T: 020 3740 5856
M: 07834 269 891
Wickham, Hampshire
T: 01329 550 190
M: 07850 328 701
Tetbury
T: 020 3740 5856
M: 07554 180 591
Bexley
T: 020 3740 5856
M: 07729 174 827
Hampshire
T: 01329 550 190
M: 07989 355812

Contact Sterling and Law

If you have a query for us, please fill in this short form. We aim to respond within a few hours.

Please see a selection of recent reviews and testimonials our financial advisers have received

5/5
My adviser spent a lot of time explaining all my options in a patient and professional manner. I don’t think they could have done any better. Very happy overall.
LM - Chelmsford
5/5
My adviser did a grand job on sorting out all my pensions for me which lifted a great weight off my shoulders; also, excellent advice on savings and investments.
HN - Bedfordshire
5/5
Very clear and helpful. My adviser did not try to sell me anything I did not want and got straight to the point. Very clear about charges and offered great advice. I could not have asked for a better service.
GF - Richmond
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