Richard Porter - Does your IFA offer investments that ‘do good’ for society?

Tuesday 20 October, 2020

Information from our own Lonsdale Wealth Management clients and research by the recent International Investment survey suggest there is a growing demand for sustainable investments.  

What is sustainable investing?

This is an investment choice which should benefit the environment and society overall.  Businesses are coming under considerable pressure to review how they operate and become more sustainable given the global challenges the world faces, including poverty, inequalities and global warming.    

Demand for sustainable products is increasing

The RL360 and International Investment survey was undertaken by financial advisers and brokers in different countries during August 2020.  The results show that savers’ attitudes towards sustainable investing have changed and 63% of advisers in the survey believe that this is due to environmental concerns and climate change.  56% of advisers that took part in the survey said interest had increased for ESG products and 31% of advisers had noticed a ‘lot more’ interest in sustainable investing options.

Richard Porter, Lonsdale Wealth Management independent financial adviser, St Albans Hertfordshire said:

 ‘The findings from the International Investment survey support our own experience with clients.  As a result, I recently wrote an article for our website on the benefits of sustainable investing.  For more information read: Sustainable investing and the benefits to you and the environment.  We offer our clients a choice of ESG funds.  Before recommending a sustainable fund, we will review our client’s financial circumstances. If you want to find out more about the sustainable investing options Lonsdale Wealth Management can offer you, please complete a booking consultation form and your local financial adviser in St Albans, Barnet, Ringwood, Stafford, Ware, Harpenden or Leeds/Bradford will call you back.  All our independent financial advisers offer an initial consultation.’

Richard Porter, imember of the St Albans financial planning team continued:

‘It is important to remember if you are new to investing that you don’t have to invest all your savings or pensions into ESG funds.  How much you invest is dependent on your financial needs and requirements.  At Lonsdale Wealth Management we assess your risk profile and review your income and expenditure and your assets before recommending personalised financial advice.  An ESG approach can be used with either active investment or a passive approach.  For more information about active and passive investing read – Howard Goodship Chartered Financial Planner – Passive vs Active investing.  If you are new to investing, please read our – Beginner’s Guide to Investing.’

 

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