Vegan Invest
A regulated advice service that only recommends portfolios passing vegan screening rules. Chartered financial planners assess your goals and your risk, recommend a plan in writing and stay with you year on year.
Capital at risk. The value of investments can fall as well as rise and you may get back less than you invest. Advice is personal to you and given in writing before you commit.
Regulated
FCA regulated advice
Firm reference 769033
Accredited
Chartered Financial Planner firm
Awarded 2020
Certified
B Corporation
Independently assessed
Recognised
FT Top 100 advisers
Four years running
Approved
The Vegan Society
Screening standard
Your investments are held on the Fundment platform, separate from our business. Screened funds are researched with EQ Investors.
Values in practice
A fund can only reach your portfolio by passing every rule below, in order. Nothing is waved through on a manager's say-so, and the rules it passed are written into your advice.
01
Every fund we can access
The starting universe, before any rule is applied
02
Animal exploitation
The screen this whole proposition exists for
Removed here
03
Environmental and human harm
Applied without exception, not on a sliding scale
Removed here
04
Revenue threshold
Stricter than the common industry norm
Removed here
05
Positive screens and research
Reviewed against the rules, not by the fund manager alone
Removed here
Can be recommended
Revenue threshold applied
A stricter limit on excluded activities than the common industry norm
Positive screens documented
Renewable energy, sustainable food, clean technology, healthcare, education
Independent fund research
Fund selection is reviewed against the rules, not by the manager alone
Rules written into your advice
The screening criteria appear in your suitability report, dated
How advice works
Regulated advice follows a set order for a reason: assess first, recommend second, then keep looking after it. Here is what that looks like for you, screen by screen.
Step 1 of 4: Assessment
Step 1
You tell us about your goals, your time horizon, what you already hold and how much you can afford to lose without changing your plans. Around fifteen minutes, saved as you go.
Step 2
A structured risk questionnaire sets your attitude to risk and your capacity for loss. Your vegan screening rules are confirmed alongside it, so the values filter is part of the assessment rather than an afterthought.
Step 3
A chartered financial planner recommends a portfolio that fits your risk band and passes the screening rules, in a written suitability report that sets out the reasoning, the costs and the risks.
Step 4
Your plan is reviewed at least annually. You can message your adviser, update your circumstances and see every document in the app, and the screening rules are re-applied as funds change.
Screens are from the beta build of the Vegan Invest app. Figures shown are illustrative, not a forecast.
The research
21× more effective at reducing your carbon footprint than going vegan, giving up flying and switching to renewable energy combined.
Source: Make My Money Matter Research
Moving a pension or ISA into screened funds changes what your capital finances. It does not change the investment risk you take, which is why advice comes first.
The Fundamentals · Module 02 of 11
Learn what investment risk actually means and how to think about it sensibly.
5 min4 sectionsNo sign-up
Read Understanding RiskKey takeaway
Risk means uncertainty about returns, not necessarily losing everything.
11 modules · about 59 minutes in total
Calculators
Five illustrations of how money behaves over time: growth and compounding, the cost of delay, retirement, cash against investing, and the impact of a green switch. Move the sliders, watch the lines redraw, and bring your questions to a chartered planner.
Illustrations only. They assume a steady return, which real markets never give you, and they are not a forecast or advice.
Open the calculatorsThe Journal
Questions, answered
Every answer sits on one page you can read without signing up.
Written and kept current by the chartered financial planners who give the advice. Meet the team
Screening
Vegan investing explicitly excludes all companies involved in animal exploitation, including factory farming, animal testing, and leather production. Standard ESG (Environmental, Social, Governance) funds typically don't exclude animal agriculture.
Read moreImpact
Research shows switching to ethical investments reduces your carbon footprint 21 times more than going vegan, giving up flying, and switching to renewable energy combined. This comes from a Make My Money Matter study with Aviva and Route2.
Read moreFees
We charge 0.75% per year: that's £7.50 annually for every £1,000 invested. This all-in fee covers personal advice from chartered financial planners, ongoing portfolio management, and unlimited support. No setup fees, no exit fees, no transaction fees.
Read moreYour money
Yes. Your investments are held with regulated custodians, completely separate from our business. Eligible investments are protected by the FSCS up to £85,000 per person. If anything happened to us, your investments would be unaffected.
Read moreVegan Invest, in your pocket
The client experience is moving to a native app for iPhone and Android. Onboarding, your adviser, your documents and your plan reviews in one place, protected by your phone's own security.
Beta open
Store listings follow the beta. Until then both badges take you to the invitation list.
Screens from the beta build. Figures shown are illustrative, not a forecast.
