Enabling our clients to achieve their investment objectives without compromising their values.

Ethical Investments

An investment solution tailored to your principles without compromising your objectives.

Responsible investing, by way of specific ethical and “green” funds has been around for a long time but, in the past, the limited choice often compromised traditional investment principles such as diversity, risk control and performance.

As ethical investment options have developed, we can now provide risk graded, diverse portfolios that integrate with ethical preferences, enabling our clients to achieve their investment objectives without compromising their values.

Although the avoidance of specific industries remains an important element of ethical investing, our approach also includes funds which adopt positive selection criteria or follow broader themes such as climate change and sustainability. Many funds may also engage with companies to encourage better environmental, social or governance standards.

Furthermore, this approach is available across the full range of products including pensions, income drawdown, ISAs and unit trusts, enabling our clients to achieve their objectives and to “profit from their principles”.


The value of your investments can fall as well as rise and is not guaranteed.

Our clients are what make us


We are very happy to recommend Shorts Wealth Management and Simon for pensions advice.

Mike and Jane
from Wingerworth, Derbyshire

We very quickly knew that our interests were in good hands.

Julia Procter

Shorts have been advising our family since 1969.

Jamie Dennis
from Matlock, Derbyshire

Shorts’ knowledge and expertise quickly identified a suitable solution.

Martin and Melanie Southwell

I look upon Shorts as a ‘safe pair of hands’.

David Bowring
Bowring Transport Ltd

Excellent wealth management bringing security and success.

Frank Berry

Award - winning

Best Private Client Tax Practice

Tolley's Taxation Awards 2020

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