Who we are

Welcome

Simply Ethical is a leading provider of Sharia Compliant and Socially Responsible investments, and pension solutions for individuals. We were established in 2009 and are directly authorised and regulated by the Financial Conduct Authority. We are dedicated to making ethical investments the prime way of saving, so that people contribute positively to society, whilst investing to achieve their financial goals.

Our professional team has over 100 years of experience working in the financial services industry, which has included managing investments, creating and structuring investment solutions, raising finance and advising clients on various financial matters including investments, pensions, estate and tax planning.

Let’s work together to achieve positive social impact without compromising your financial goals.

Our services compared

Online Advice

I want online investment advice taking into account my investment objectives and risk profile.

Apply

Personal Advice

I need holistic financial advice and want my investments managed for me. Learn more

Speak to advisor

24/7 secure online access to your account

Actively managed investments

Advice on account types (GIA, ISA, JISA, Pensions)

Are existing arrangements (investments, ISAs or pensions) reviewed?

Advice on switching or transferring my existing investments, ISAs or pensions

Dedicated personal financial adviser

Annual review meeting with dedicated personal financial adviser

Investments that may be included in a portfolio

Funds & ETFs only

Funds, ETFs, investment trusts and listed shares

Accounts available

General Investment, ISA and Pension

General Investment, Joint investment account, ISA, Junior ISA, SIPPs, Junior SIPP and other accounts

Minimum investment

Start investing from £1,000 plus £50 per month for General Investment Account and ISA. The minimum for pension is £5,000.

Start investing from £50,000

Ethical investing

We want you to achieve financial success through positive values and good ethics. Our investment screening is designed to help keep your money away from business sectors and activities that have an adverse impact on our society. By doing that, we encourage the growth of more sustainable ways of doing business which have a positive impact on our society. We believe such investments will not only appeal to the socially responsible investors but also to people of various faiths. Adherence to these principles means that the investments offered are compatible with the teachings of the Islamic faith, therefore are Sharia compliant.

Our Ethical Committee reviews investments to ensure they meet to our Sharia Compliance and Socially Responsible investment criteria set in our Ethical Investment Policy Statement.

Seek investments

Healthcare

Medical solutions

Innovative technology

Clean energy

Sustainable products

Education

Avoid investments

Tobacco & Alcohol

Gambling & Entertainment

Weapons

Conventional financial services

Harmful products

Human rights abuses & Exploitation

Investment philosophy

Our investment philosophy is composed of six key principles that helps us deliver value for you.

How we achieve your financial goals

1

Always keep sight of your goals and targets

Understand your needs, objectives, circumstances and risk profile.
Clear and regular communication with you as our valued client.

2

Adherence to our Ethical investment values

All investments must be Sharia Compliant and Socially Responsible.
Ethical Committee reviews investments and monitors ongoing adherence to screening criteria.

How we invest your money

3

Entrepreneurial approach to investing

We focus on investment fundamentals – a great business model supported by capable management team, in a growing industry and good value.
We take a long term view.

4

Team based approach to investment decision-making

Our investment team determines the investment strategy and portfolio composition.
Our Investment Committee reviews the performance and composition of investments portfolios.

How we manage your money

5

Active management

Consistently monitor investments and make necessary changes in line with investment strategy.
Monitor changing market trends, emerging risks and new opportunities.

6

Prudent risk management

Adherence to our investment process, which demands rigorous investment due diligence to minimise risk.
Investment diversification, where suitable.

Meet the team

Testimonials

Wasim delivered some really interesting information to our Financial Guides about how Sharia compliant products work. Wasim’s presentation was really helpful for the Financial Guides who support people living with cancer.
Louise Dinsdale
Macmillan Cancer Support

Wasim was very helpful and instilled a strong sense of confidence in a newbie investor.
Alia
Procurement Consultant

Simply Ethical isn’t just about Sharia compliant investment solutions, although they are certainly one of the specialists in that field. Faizal Karbani has a wealth of experience when it comes to Islamic finance and Sharia compliant investments.
Legal Director
Head of Court of Protection

Excellent service. Friendly and approachable adviser, always get a prompt response from Wasim.
Mr Naseeruddin Shah
Retired

Great services for those conscious about their financial investments. As a total beginner, it has been a seamless and easy online advisory experience.
S. Amar
Online Advice Client

Wasim helped create a pension account. Made the process easy to understand and carry out.
Darr
Personal Advice Client

Award winning and leading provider of Sharia Compliant and Socially Responsible investment solutions