Sustainable Investments

Sustainable investing can use different methodologies and may be referred to as:

• Environmental, social, and governance (ESG) investing
• Ethical investing
• Impact investing
• Socially responsible investing (SRI)
• Values-based investing
• Conscious investing
• Green Investing

The art of sound investment planning sits at the heart of helping you reach your key financial objectives. 

Our dedicated risk profiling system and breadth of investment solutions will enable your adviser to develop with you a range of strategies designed to match your long-term financial goals.

Sustainable investing refers to specific investment approaches that aim to generate long-term financial returns while advancing sustainable solutions and outcomes. 

It is the practice of making capital allocation decisions based on socially responsible and ethical strategies to ensure that portfolio companies maintain a high standard of sustainability principles. 

Sustainable investing considers environmental, social, and governance (ESG) risks, as well as assessing opportunities and progress using ESG data and fundamental insights to inform the allocation of capital.

Factoring these into your investments could help increase the resilience of your investments and potentially deliver long-term capital growth. 

However, it’s important to note that there’s no guarantee that sustainable investments will produce returns similar to those that don’t consider these factors. 

The value of any type of investment can fall as well as rise, and you may not get back what you invest. All investments should be seen as a medium to long-term commitment, meaning you should be prepared to invest for at least 5 years.

If you want to make a difference, you can consider investing sustainably. Sustainable responsible investment is a way of investing that supports activities that have a positive impact on people and the planet, while also generating financial returns for the investors. 

You can choose from different ways of investing sustainably, such as ESG integration, active ownership, thematic investing, impact investing or exclusions. 

The value of investments can fall as well as rise and you may not get back the amount originally invested. By having an independent financial adviser like us, can help you to navigate the complexities of investments and safeguard your financial future.

I hope this helps you to make a difference with your money.

You can transfer money from a cash ISA to a stocks and shares ISA, and vice versa (money in a stocks and shares ISA can be transferred into cash). If you transfer an ISA that you have paid into during the current tax year to a new provider, you must transfer the whole balance.

The value of investments can fall as well as rise and you may not get back the amount originally invested.

Contact us for a free meeting.