This site offers UK ethical investors access to unique research tools and leading-edge functionality to assist in the selection, purchase and on-going monitoring of investment portfolios which are commensurate your ethical convictions and investment objectives. Institutional discounts are passed on to clients in the form of discounted investment charges across the range of SRI investment vehicles.

Ethical Considerations
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Regulatory Information

The content within this web site is subject to the UK regulatory regime, and is, therefore targeted at consumers based in the UK.

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Axxis Financial Planning Ltd is authorised and regulated by the Financial Services Authority. FSA Number:226351

This site offers factual information and research facilities for ethical investors to enable them to select and purchase their preferred funds at discounted rates, transacted on an "execution only" basis. That is to say, on a no advice sought, no advice given basis.

If you are unsure which type of investment vehicle is the most suitable, or which fund meets your requirements best, we would encourage you not to make a transaction.

The value of investments can fall as well as rise and you could get back less than you originally invested.

My Green Worth
 

Model Ethical Portfolios allows you to view diversified, templated ethical investment portfolios covering the spectrum from light to dark green funds and low to high risk. This can be used as a research tool to enable you to select portfolios which are commensurate with your risk and ethical investment profiles

 

Ethical Fund Supermarket
 
Ethical Fund Supermarket

Ethical Fund Supermarket gives you access to ethical investment funds at discounted rates. You can purchase ISAs and unit trusts with initial charges which are significantly less than purchasing direct from the Investment Houses. Valuations and switching can be performed on line.

Model Ethical Portfolios
 

Model Ethical Portfolios demonstrates diversified, templated ethical portfolios covering the spectrum from light to dark green funds. This can be used as a research tool to enable individual funds to be selected which are commensurate with your risk and ethical investment profile.

Ethical Filter
 
Filter Ethical Funds

By selecting criteria to exclude from your investment portfolio, you can filter out individual funds who do not meet your ethical requirements. This unique research aid assists you in avoiding funds which offend your principles whilst helping you determine where you position your portfolio on the spectrum of light or dark green investments.