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 Solutions
We can help you understand the world of sustainable investment solutions and find the right ones to fit your business model.
Sustainable Finance Skills
We can help you and your team build the necessary skills to give high quality sustainable financial advice.
Sustainable Finance Research
We enjoy delving into the depths of sustainable, ethcial and values-driven advice topics.
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.
Understanding Sustainability
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.understandingsustainability.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.
Understanding Sustainability
Why not check out our sister site Understanding Sustainability where we offer a suite of videos to help you educate clients about sustainable finance?
Visit us here