How are my savings and pension invested? And do I have a choice?
There is a lot of negative news out there in the media, from war to climate catastrophe, leaving many of us with feelings of despair and believing there is little we can do about it. But we can do something, and we should. The benefits are tangible, having a positive impact, not only on our planet and society, but also on a personal level, making us feel better in ourselves.
We all make choices
Some of the changes you may have considered could be to consume less, recycle more, change to a green energy provider, insulate your home, travel less or more sustainably, or change your diet. All good things. However, there is another area that can have an even bigger impact: finance and investing. Understandably though, this is viewed as a more difficult area to tackle and most people do not know where to start.
This is where we can help. We work with individuals and organisations to help them organise their finances and to invest in a more sustainable way.
How we can help
More and more people are indicating they would like the way their money is invested to do some good as well as provide a financial return. Investment firms have been keen to seize upon this desire to invest ethically. The problem is, alongside a market that is jam-packed with jargon, this can make the world of 'sustainable' investment a difficult place to navigate.
As independent financial advisors we can select from the whole market, the right funds to align with your personal values, as well as your other goals. This means that your pension and other savings can be put to work for you, whilst also benefiting people and planet.
Recent research by Make My Money Matter has shown that the single biggest impact most people have on climate change, for better or worse, is via their finances. For example, the average UK pension has 21x more impact on your carbon footprint than other behavioural changes.
Why not get in touch with us today or book a free, no-obligation, consultation at a time to suit you. We can help you gain insight into what harm your current savings and pension might be causing. We can then move on to looking at an investment strategy that aligns with your personal ethical values, as well as helping you achieve your other important objectives.