Investing with impact isn’t just about doing good, it can also deliver competitive returns. Despite recent market turbulence, responsible funds have matched their mainstream peers over the last five years, while helping to tackle urgent issues such as climate change and social inequality.
If you want your money to reflect your values, the right financial adviser can help. Ethical advisers understand the sustainable investment landscape and can build portfolios that work for both your future and the planet’s.
Here are eight of the UK’s best ethical financial advisers in 2025.
EQ Investors – Jeannie Boyle
EQ Investors (EQ) has long championed impact investing. It holds the Good With Money Good Egg mark and runs its own charitable foundation. Jeannie Boyle, a Chartered Financial Planner and Fellow of the Personal Finance Society, launched EQ’s Positive Impact Portfolios. These actively invest in companies creating solutions to global challenges, while avoiding those that do harm. They can be held in ISAs and pensions.
EQ was named among the top 10 in the FT Adviser Top 100 Financial Advisers list 2024.
The firm offers a free initial consultation.
Path Financial
Path Financial was the first UK adviser to be founded with the sole aim of tackling climate change. It holds both a Good Egg mark and B-Corp status.
Founded in 2019 by David MacDonald, Path puts impact before profit. In 2021 it launched the UK’s first Climate Solutions Portfolio, designed for clients wanting their pensions and savings to fight the climate emergency.
Path offers a free initial consulation.
Switchfoot Wealth
Switchfoot Wealth believes all financial planning should be sustainable. Founded in 2018, it offers advice on pensions, life assurance, protection and investments.
A B Corp and ‘Good Egg’ firm, Switchfoot shows clients the real-world environmental and social impact of their money. Initial phone consultations are free.
Ethical Futures
Edinburgh-based Ethical Futures has been advising clients since 2005. The team helps people from all walks of life align their investments with their values, with no minimum income or investment required.
It only recommends responsibly managed or ethically screened investments. The first meeting is free.
Castlefield
Castlefield calls its approach “thoughtful investing.” It grew from a private banking group in 2002 and today specialises in managing money for charities and ethically minded individuals.
Castlefield also runs a grant-making charitable trust and offers philanthropy services through its partnership with The Charity Service.
In2 Planning – Tanya Pein
Tanya Pein is a specialist in sustainable investing and holistic financial planning. She has served as a Board Director of UKSIF and is currently on the board of the Learning Planet Institute.
She also trains charities on Environmental, Social and Governance (ESG) standards.
Conscious Money – Cleona Lira
Cleona Lira is an independent chartered financial planner with a background in psychology. She works closely with clients to build portfolios that truly reflect their values.
She typically works with clients holding at least £400,000 in assets, with fees starting at £2,000.
Amber River True Bearing
Based in the North West, Amber River True Bearing is part of the wider Amber River group of independent advisers across the UK.
The firm ensures its 22 staff receive regular training in sustainable investment, helping clients embed ESG principles into their financial plans.
Want to be included?
Think your firm belongs on this list? Email lori.campbell@good-with-money.com.
FAQs about ethical financial advisers
What is an ethical financial adviser?
An ethical financial adviser helps clients invest in line with their values. For example, this could be avoiding fossil fuels, arms and tobacco, while backing companies that promote sustainability, equality and good governance.
Do ethical investments perform as well as traditional ones?
Yes, they can. Recent data shows responsible funds have kept pace with – and in some cases outperformed – mainstream funds over the past five years. Returns vary, but investing sustainably doesn’t have to mean sacrificing growth.
How do I choose an ethical financial adviser?
Look for independent financial advisers (IFAs) with experience in sustainable investing, and check for accreditations such as the Good Egg mark or B Corp status. Many offer a free initial consultation so you can see if their approach fits your goals.
Do I need a lot of money to see an ethical adviser?
Not always. Some firms specialise in clients with larger portfolios, while others – like Ethical Futures – have no minimum investment requirement. It depends on the adviser. However, as a rule of thumb, it’s usually worth seeing an adviser if you have over £50,000 in assets.
If you’d like to find out more about the above providers, a Which? membership gives you access to in-depth, expert reviews, ‘Best Buys’ and ‘Don’t Buys.’
For those with smaller sums to invest, see our best ethical DIY Stocks and Shares ISA providers in 2025.
If you want to have a savings account, insurance policy, investment fund or mortgage from companies that do the right thing, check out our Good Eggs.
These are companies that have passed strict (independent) criteria to prove they make a positive impact – to the planet, society, and you.
