Our mission and values

At The Ethical Wealth Project, sustainability is at the very heart of our business.

We pride ourselves in our aim to deliver stable and consistent financial returns through a range of investment strategies over the long term, that not only delivers on our clients objectives but serves as a positive societal function as well. We believe that changes in demographics, depleting natural resources, inefficient infrastructure and environmental constraints will be some of the key drivers for long term capital growth in the future.

By recognising these factors and adopting an investment process that is supported by St. James's Place, we believe that this will move us towards a sustainable led global economy.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than the amount invested.

Our values

We view everything from the client’s perspective and ask ourselves only one question. Would we accept it? Giving our high standards, we demand the very best from ourselves and therefore strive to deliver the best service we can. We do the right thing, always.

Everyone who works for us is responsible for their own words, actions, and results.

Trust is never asked for, it is earned.

When you entrust us with your money, we believe you should know what we are doing with it. We will provide a secure phone app where you can monitor your funds 24/7 and you can contact us directly or meet with us in person in your own home. We pride ourselves on providing complete visibility and we will be open when we have made mistakes.

Within the Practice we use resources like they’re our own. We encourage our clients to use technology and to adopt a paperless approach where possible. When it comes to client’s money, we take pride in the fact that St. James's Place has been awarded an A* rating by the United Nations Principles of Responsible Investments, a body who publish organisations that demonstrate, repeatedly their commitment to responsible investment and who seek to build a more sustainable financial system.

Quick links

Get in touch

Contact