Sustainable Investing Advice
I want to invest sustainably…
Sustainable Investing Advice Cheltenham
I want to invest sustainably…
Our goal is to mentor more people down the right financial path with clarity, focus and ease.
How the process works
In a quickly changing world where demographics, climate and social change are at the top of the agenda, investments are also changing to balance conventional investing with consumer demands that take sustainability into account.
Sustainable investing allows you to invest in companies that are striving to have a positive impact on the World. An increasing number of investments now boast their ESG (environmental, social and governance) credentials alongside more traditional financial measures. For several years we have discussed investors’ preferences on sustainability to ensure our advice is suitable. We are seeing a growing number of people seek to invest in such values and we work with investment fund managers, from the whole of the market, to ensure this is achieved.
We tailor your solution to your circumstances
We tailor your solution to your circumstances
Some interesting facts about sustainable investing
80%
of respondents wanted their money to ‘do some good’, while also providing a financial return (According to the Financial Conduct Authority’s Financial Lives Survey 2021).
71%
71% wanted to ‘invest their money in a way that is protecting the environment’ and…
71%
71% would not put their money into ‘investments which are unethical’. (According to the Financial Conduct Authority’s Financial Lives Survey 2021)
Some interesting facts about sustainable investing
80%
of respondents wanted their money to ‘do some good’, while also providing a financial return (According to the Financial Conduct Authority’s Financial Lives Survey 2021).
71%
71% wanted to ‘invest their money in a way that is protecting the environment’ and…
71%
71% would not put their money into ‘investments which are unethical’. (According to the Financial Conduct Authority’s Financial Lives Survey 2021)
Book your free 30 minute consultation
Let us help you achieve your life goals by thinking ahead today...
Book your free 30 minute consultation
Let us help you achieve your life goals by thinking ahead today...
Get in touch
If you would like to find out more about planning for sustainable investments, please get in touch with us using the enquiry form below giving us an indication of your current situation and requirements.
Frequently Asked Questions
- SRI is the practice of investing money in companies and funds that have positive social impacts.
- ESG looks at the company’s environmental, social, and governance practices alongside more traditional financial measures. This form of investing looks to find companies that exhibit good characteristics in these three areas themselves.
Greenwashing Is the conveying of a false impression or misleading information about a company’s environmental impact.
- Negative screening is a way to exclude companies that operate business practices that are not believed to be ethical, penalising those industries with unsustainable business models and indirectly encouraging companies to change their business practices by implementing policies that are more ethical and socially responsible.
- Positive screening is to assess companies and reward those who pay close attention to their impact on the environment and on society and encourage others to engage and improve their ESG credentials.
The aim of impact investments is to help a business produce a tangible and measurable social good.