Clear Vision Wealth Management profile

Ethical and sustainable investment portfolios

If you are seeking investments that have a positive impact on the planet as well as your financial future, then you may want to look at building an ESG portfolio. ESG stands for environmental, sustainable and governance and ESG investing has gone from niche to mainstream in the past few years.

That means that there are more options than ever for those who want an investment portfolio that reflects and aligns with their values when it comes to how we look after the planet and each other.

Where some used to believe that principles came at a price, there is now ample evidence that the performance of ESG funds is a reason alone to invest in them – with much research showing they often outperform non-ESG funds.


Sharia compliant portfolios for Islamic investors

Sharia compliant investments – those governed by rules laid out in Sharia law – require specialist advisers, familiar with the specific requirements that come with building and managing Sharia compliant investment portfolios.

As specialists in this area, we are able to ensure that all the Sharia funds we offer are screened to ensure they exclude investments that derive a majority of their income from the sale of alcohol, pork, pornography, gambling or weapons, are overseen by a Sharia board, are subject to an annual Sharia audit and are purified of prohibited types of income through donations to charity.

Please note – the value of investments and any income derived from them can go down as well as up so you may get back less than you invest.

How we help

Sharia compliant funds

All the Sharia investments we offer are compliant with Sharia law. That means, no portfolios contain government debt, companies that provide interest-related services, or companies that are involved in the manufacture or sale of prohibited products and services.

Rigorous fund selection processes

We use specialist Sharia compliant fund managers whose investment teams adhere to a rigorous process of stringent research and screening when selecting funds.

ESG investing

We work with asset managers to provide investors with a range of environmental, social and governance (ESG) portfolios designed to protect and grow their wealth in a socially responsible manner.

Ethical investment portfolios

Our experience is that each individual has individual preferences such as the exclusion of the animal fur trade or the exclusion of cobalt mining for electric cars. In such cases we carry out a thorough understanding of a client’s preferences and then search the whole of the market to select a solution that not only matches their ethical preferences but also matches their risk profile, long term financial goals and is competitive both in terms of charges and historic investment returns.


What our clients say

"The thing I like most about working with John is his honesty and having a good grip in regard to financial markets."

Ann (North Wales)

What to expect

We don’t believe in making things hard to understand so we’ve made our process – and our fee schedule – clear and simple.

What to expect


Contact us

Ask us a question or arrange a call. We don’t charge for initial meetings and are happy to help you with your enquiries.