Investing for Good
We know that many of our clients are passionate about environmental and social issues. These are views we share, and we strongly believe that it is important to incorporate your beliefs into the construction of your portfolio. We have worked hard to identify investment managers and strategies with strong records of not only picking investments that make good financial sense, but also adhering to a particular set of rules about the types of investment they will make in order to reflect environmental and social concerns. We call this ‘Investing for Good’.
How we can help
Some of our clients wish to ensure that their money is only invested into the companies with the best corporate and social responsibility in their sectors, some are keen to invest only in companies that are actively seeking to do good for the world, and some have specific sectors or types of business that they wish to exclude completely.
It is possible to invest so that your own values are upheld, but without sacrificing performance in capital growth and income. After discussion, your advisor will be delighted to suggest a plan that matches both your investment requirements and your values.
As an update to the concept of sustainable investing, Mark and Deborah hosted a Zoom call with Phoebe Stone, Head of Sustainable Investing – LGT Vestra.
We genuinely feel this is one of the most important developments in financial planning for many, many years and are excited at the opportunities this presents for our clients.
Ready to get started?
Case Study
Mrs P's pension planning journey
Divorce is an emotional time, with life changing decisions to be made. Amongst these are how the family assets are to be divided. Often significant amounts are discussed but with little understanding of what they represent in terms of immediate and future financial security for either party.
Working alongside her divorce lawyer I supported Mrs P through her financial settlement negotiations, understanding the nature of the assets in question and translating how these would support both current and future financial needs. Funds to buy a house but also to provide a pension asset in the future, for example. Financial assets differ in nature and valuing can be complex. Ensuring that Mrs P knew exactly how her settlement would impact her financial security was key and I was able to support and advise her as we built a financial plan for her future. Having had little involvement in her family finances Mrs P is now comfortable that she understands how her finances will support her in the future and is able to move forward with her life.
