Ethical Investments (SW) Ltd

3 Fore Street
PL23 1PQ

Contact Person

Malcolm Dodd
Independent Financial Adviser
DescriptionEthical Investment South West’s mission is to enable clients to invest ethically and sustainably, and contribute to the achievement of the UN Sustainable Development Goals. We offer an ESG focussed centralised investment proposition of products and services, selected for their financial performance and social and environmental benefits. We are directly regulated by The Financial Conduct Authority to give advice on Investments and Pensions. We also offer protection products, including Term Assurance, Critical Illness Cover, Income Protection, Mortgage Protection, Whole of Life, Keyperson Cover and Private Medical Insurance.ApproachThe company offers a well-diversified range of advice for clients, but we are able to address very specific environmental, social and good governance interests or concerns. The service offer includes: • A bespoke portfolio management approach • Use of Ethical Screening’s Ethical Profile Questionnaire, which identifies our clients’ values and interests, and the Ethical Funds database, to match these to available financial products • Twenty years’ experience of providing advice on ethical investment options