ESG (environmental, social & governance) Ethical Investing
Helping your money do more good – and less harm
Book an call back or get in touch with one of our experienced ESG-focused financial advisers at our head office in Swindon, or arrange a meeting in your local area.
What is ESG Investing?
ESG investing – sometimes referred to as ethical, sustainable, or responsible investing – is about aligning your financial goals with your values. It means choosing investments that consider not just potential returns, but also the impact companies have on the world around them.
Many of our clients want to know that their pensions and investments are not just working for their future, but contributing to a better one for everyone. Whether that means avoiding certain industries or actively supporting companies doing good, ESG investing can be a powerful way to align your money with your morals.
From Negative Screening to Positive Impact
In the past, ethical investing was mostly about negative screening – avoiding investments in things like tobacco, gambling, or fossil fuels. While that’s still important to many clients, ESG investing goes further. Today, you can take a positive approach, backing businesses that are leading the way in sustainability, fairness, and good governance.
What Does ESG Mean?
Environmental
This considers how a company interacts with the planet, including:
Climate change impact
Carbon emissions and footprint
Energy and water usage
Waste and pollution
Sustainable supply chains
Social
Social criteria focus on how a company treats people:
Employee wellbeing and diversity
Human rights and fair pay
Consumer protections
Community engagement
Ethical supply chains
Governance
Governance looks at how companies are run:
Board diversity and transparency
Executive pay
Shareholder rights
Anti-corruption policies
Legal compliance
Why Work with an ESG-Focused Adviser?
At Mather & Murray Financial, we take the time to understand what matters most to you. As independent financial advisers, we’re not tied to any particular product or provider. That means we can give you completely impartial advice and help you build an ESG-aligned portfolio that reflects your personal values and long-term goals.
Here’s how we can help:
1. Define Your Goals and Values
We start by understanding what ESG means to you. Are there sectors you want to avoid – such as fossil fuels or arms manufacturing? Or are you looking to positively support clean energy or social equality?
2. Research and Recommend
We use our expertise to find ESG-friendly investment funds, pension providers and portfolios that meet your criteria and offer strong performance potential.
3. Build Your ESG Portfolio
We’ll create a tailored investment solution that balances your financial needs with your ethical preferences – whether that’s through multi-asset ESG funds or a fully bespoke portfolio.
4. Monitor and Review
ESG investing isn’t a one-off decision. We’ll continue to monitor your investments, provide updates, and ensure your portfolio stays aligned with your goals – even as markets or ESG standards evolve.
ESG Investment Advice in Swindon and Nationwide
We’ve seen a surge in interest in ESG investing, from individuals to trustees and even business owners. If you want to understand how your money is invested and how you could make a positive change, speak to us.
Whether you’re just getting started or want to review an existing pension or portfolio, our friendly advisers can help. Book an appointment at our Swindon head office, or meet with an adviser local to you.
