Environmental, Social & Governance (ESG)
Our overall aim is to help clients achieve their financial goals over the medium to long term. This can include Environmental, Social and Governance (ESG) factors forming important considerations when discussing your financial journey with you.
We aim to ensure our clients are aware of the potential adverse impacts as well as benefits when determining their ESG preferences.
Many of us are making concerted efforts to protect the world and this can impact what companies and organizations and investment institutions we engage with. In particular, when considering your investments, you may want to request certain investment sectors or industries are included or avoided. Such discerning considerations can be integrated into our recommendations.
There is an increasing range of green, ethical, and socially responsible investments, meaning that your money can work not only for you but, also towards benefiting the world and society generally.
Please reach out to us to discuss how we can assist in aligning your moral views with your investments.