Pathway to Sustainable Advice
We believe the future of financial services and sound financial advice depends on integrating social and environmental sustainability into the financial system. This is not just about meeting regulatory expectations. It is about delivering advice that reflects client values and builds long-term trust.
Research shows that more than half of clients are interested in investing sustainably or making choices that align with their values (FCA, 2023). We help you achieve this by providing practical tools, training and guidance that make sustainability part of your advice process.
Our goal is to help you meet client expectations and future-proof your business in a way that is clear, compliant and commercially sensible.
Service Details
Sustainable Investment Review Service
Helping you build and research an appropriate sustainable investment service for your business.
Greenwashing Review
Helping you find and avoid greenwash in your communications.
Sustainable Finance Research
Helping you intergrate sustainable finance into your advice process.
Understanding Sustainable Financial Planning
Every journey begins with understanding the landscape.
Sustainability is reshaping financial services and client expectations, and clarity is essential before you take the first step.
We help you navigate this terrain by reviewing your current approach and identifying risks such as greenwashing.
This gives you confidence that your advice is credible and compliant.
Designing Sustainable Processes
Once you know where you are heading, you need a clear route.
We work with you to design sustainable investment frameworks and advice pathways that integrate Sustainable Financial Planning principles and meet regulatory requirements.
Our goal is to make sustainability practical and achievable, so your journey is smooth and purposeful.
Embedding and Evolving Sustainability
Sustainability is not a one-off one-time trip. It is an ongoing journey which doesn't end at a single destination.
Sustainability is an ongoing commitment that requires regular review and adaptation.
We provide continuing support and training to embed sustainable finance into your business and keep you ahead of regulatory and market developments. This ensures your advice remains relevant and trusted every step of the way.
Present Change
In collaboration with Rebecca Kowalski, we have developed a series of educational videos for the financial planning community. You can find more information about these at www.presentchange.co.uk
Collaboration
We are pleased to be working with Rebecca Kowalski, who effectively established the Overstory Finance brand as a pioneer in the UK Sustainable Financial Planning space.
Rebecca is a firm believer in the need for financial services to embrace its pivotal role in the positive transformation of the systems we inhabit – the economic, environmental and social systems and the finance system itself. As Rebecca says “Its a big challenge, but also an opportunity and a privilege.”
Together we delivered a brand new training course on sustainable finance for the Personal Finance Society in 2023, which we continue to update on a regular basis.
Pricing
Sustainable Investment Review Service
£NegmonthWe offer a comprehensive support service for firms looking to deliver Sustainable Investment Solutions to their clients.
As part of this service, we can also monitor and evaluate the performance of your susatinable investment portfolios.
The cost of this service will vary depending on the range and scope of investment solutions you offer your clients and the extent of our involvement in supporting this service for you.Greenwashing Review
min. £1,200‘Greenwashing’ happens when a company presents itself in such as way as to mislead or capitalise off the desire for environmentally friendly products or services. This is done by presenting a false impression that its actions, aims, or services are greener than they really are.
Greenwashing is detrimental to a firm's reputation once misleading activity is exposed.
We can undertake audits of your webiste and communications to ensure that these meet the needs of the FCA's anti-greenwashing rules, as well as the wider issues of impact washing and rainbow washing.Sustainable Finance Process Review
min. £1,200We are believe in the importance of effectively integrating sustainable and responsible finance into firms' processes.
We like to think about this in terms of both responsibilities under Consumer Duty and providing the best advice to clients.
We can help you develop your advice process in a way which doesn't just see sustainable and responsible finance as a nice to have, but as a core component of what you offer.
Need a little light reading?
We have a selection of articles and research papers available in our Resources section.
Read More...