Ethical Investment Solutions | Whitechurch Securities Limited | Redland, Bristol

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Ethical Investment Solutions

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Our ethical portfolios are all discretionary managed multi-asset portfolios which utilise the Whitechurch Investment team’s expertise in asset allocation

We can offer a range of ethical solutions; from model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts. The range is available for investments of £3,000 upwards.

Ethical Investment Portfolio Performance


The portfolios are managed by the Whitechurch Investment team with Amanda Tovey as Senior Investment Manager and Head of SRI & Direct Equities.

We partnered up with Ethical Screening* and established key criteria on which to screen funds and direct equities for inclusion in our ethical portfolios. The exclusion criteria includes fundamental areas of concern such as non-medical animal testing, gambling, arms production, tobacco, pornography, to name a few.

*Ethical Screening is a company dedicated to enabling the management of money according to investors' ethical values (www.ethicalscreening.co.uk).

If you would like further information about our Ethical Investment Solutions, please contact our Business Development Team at dfm@whitechurch.co.uk or call 0117 916 6175