About us

Things you might want to know about us

The value of experience

3D Investing was founded by John Fleetwood in 2014, following many years of experience in ethical investment dating back to 1991.

John was one of the first advisers to focus on ethical investment and was also at the forefront of developing a personalised portfolio service for ethical investors.

Our experience of directly advising ethical investors over a long period, means that we empathize with socially motivated investors and understand the issues intimately. This experience has proven invaluable in developing portfolios and analysing funds.

Download a Personal Introduction
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Our partners

We work with a wide range of partners so that we can focus on what we do best. These include leading sustainability funds, portfolio managers and advisers. We also work with ethical consumer finance champions, Good With Money, and the hub for positive investing, Ethex. Through our partnership with Worthstone, we are improving the level of understanding and competency amongst IFAs.

What we believe

Our approach to investing is driven by a fundamental set of principles that underpin everything we do.  We see 3D Investing as much more than a business opportunity although its that too – its a way of making a tangible difference that reconnects investors with their money and with the potential to make a greater social impact then pure philanthropy.  Our principles frame everything we do, so understanding them will help you to decide whether 3D Investing is for you.

Download our investment principles
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What others say about us

Don”t take our word for it.  Read how our established partners value our services.

George Latham, Partner – WHEB Asset Management

“3D’s Fund rating system provides a good and consistent way to measure risk, return and impact.  This adds the extra dimension that helps clients validate positive investments.”

WHEB is specialist investor focused on the opportunities created by the global transition to more sustainable, resource efficient and energy efficient economies. WHEB manages the £150 million Sustainability Fund.  The WHEB Sustainability Fund is a 5 Star rated fund, and a licensed 3D Fund Partner.

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George Critchley, Founder – Pennine Wealth Solutions

“This type of solution is really helpful. It will enable positive investing to become more mainstream.  Their grading of ESG funds is invaluable in sorting out the wheat from the chaff. 3D has decades of experience in positive investing, and we get the benefit of that”

Pennine Wealth Solutions (PWS) is an asset manager based in the North West of England, with around £100 million under management.  PWS engaged 3D Investing to help develop the Positive Pennine Portfolios, a range of risk rated portfolios adopting the 3D philosophy.

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Max Pieters, IFA – Westminster Wealth

“Investments with a positive impact are the future of financial advice. 3D Investing offers a creative and highly transparent solution that allows me to meet clients’ financial objectives on a risk adjusted basis.”

Westminster Wealth is a chartered financial planning group, overseeing more than £800 million of assets.  3D Investing is working with Westminster Wealth to offer positive portfolios for clients.

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