Many of our clients who invest into discretionary portfolios on a bespoke basis, are unsure what to include or exclude when their investment environment is created. They usually choose to exclude direct investments into tobacco, alcohol, and arms manufacturers or companies known to have poor environmental and ethical track records.
They do however like to invest into environmental, medical and pharmaceutical companies that manufacture products or provided services that have a positive global impact.
We are an independent provider and these are only some of the companies on offer.
Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law. For further details on how we handle your personal information, please see our Privacy Policy page.
If you wish to register a complaint against Duke Wealth, please visit the Vision Independent Financial Planning Ltd. website via a link that can be found here.
