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Ethical IFA of the week: Stewart Investment Planning



There are plenty of independent financial advisers (IFAs) across the country who give advice on ethical and environmental investments. Our job is to tell you about them.

Stewart Investment Planning is an independent financial adviser based in the south-west. It is a member of the Ethical Investment Association (EIA) and the UK Sustainable Investment and Finance Association (UKSIF) and its philosophy is, “Profit with Principles”.

With an office in Bristol – the forefront of the UK’s sustainable movement – the firm provides independent advice on green, sustainable and ethical investment to private clients, charities and trusts by taking into account social, ethical and environmental criteria along with providing a comprehensive financial planning service.

Martin Stewart, founder of the firm, is passionate about promoting issues like Fairtrade, and recently received a bronze award in the best Fairtrade office category during the South West Fairtrade Business Awards Ceremony for the second year running.

Today, he is a member of The Society of Trusts & Estates Practitioners (STEP), The Institute of Financial Planning (IFP) and The Personal Finance Society (PFS) and is the Managing Director of Stewart Investment Planning.

During an interview in December 2011 with Blue & Green Tomorrow, he spoke about his strong inner-battle between his work and spiritual self and how it ended up driving his exploration in the field of ethical investment.

Eighteen years later, I am proud to still be here along with the fact that some of my earliest clients are still with me today, although the business itself is very different”, he said.

To get in touch with Stewart Investment Planning about socially responsible, green and ethical investment planning, visit or email: