Responsible Investing - Making a Positive Difference

“You cannot get through a single day without having an impact on the world around you.

What you do makes a difference, and you have to decide what kind of difference you want to make.”

Dr. Jane Goodall

Responsible Investment

When it comes to climate change and social injustice, it is easy to feel helpless and disillusioned, especially with the doom and gloom rhetoric prevalent in the media.

Although it is important to acknowledge the scale of the problems we face, together we can make a difference. One crucial area is deciding where to invest our money.

More and more investors are actively looking at where their pensions and investments are invested and making decisions to align risk, return and impact. This can involve ensuring that Environmental, Social and Governance (ESG) factors are taken into account when making investment decisions, or excluding certain sectors and industries entirely or investing with a clear and measurable positive impact. Often it can be a combination of all three.

Lifestyle Financial Planning

We work with busy professionals, business owners and wealthy families to help them identify, achieve and maintain their desired lifestyle. This often involves setting long-term goals and putting in place long-term investment strategies. More and more investors are looking to align the two, recognising that a positive return and a positive impact can go hand-in-hand in achieving not only their desired lifestyle but those of future generations.

If you would like to discuss how we can help you design your ideal lifestyle and investment strategy, please do get in touch.