Sustainable Finance Service
We believe that the future of the financial services market and sound financial advice lies in integrating social and environmental sustainability in the financial system.
More than 50% of clients are interested in investing sustainably or with a lens that takes into account their values-based preferences (FCA, 2023). We are here to help you get this right for your clients and to help you future-proof your business.
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.
Integrating Sustainable Finance
We are here to support you on your sustainability journey.
We will help you integrate sustainability into your financial planning process by:- helping your team understand concepts of sustainable financial planning, and
- developing your sustainable investment proposition.
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.
Pricing
Sustainable Investment Review Service
£Neg/monthWe 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.
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