Ethical Investment - Evolution Financial Planning

ETHICAL INVESTMENT

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HOW ETHICAL ARE YOU?

YOUR INDEPENDENT GUIDE TO ETHICAL INVESTING.

You know how important it is to invest wisely. But you also want to ensure that your investments will not do any harm to people or our planet while they make a healthy return.

In this guide, we demystify the world of ethical investment and provide practical information on how to start investing responsibly today.

BY READING THIS GUIDE YOU’LL LEARN

1. THE WHY, WHAT, WHO

An overview of ethical investing, and the truth behind common myths.

2. ESSENTIAL ETHICAL INVESTING INFO

The most important ethical investment concepts and organizations to know.

3. HOW ETHICAL YOU WANT TO BE

The three levels of ethical investment and how to define your priorities.

4. SIMPLE STEPS TO ETHICAL INVESTING

The four simple steps you can take to confident ethical investment.

ETHICAL INVESTMENTS

When you don’t know how ethical investing works, it can be pretty overwhelming.

At Evolution Financial Planning, we often get asked…

  • What are the top ethical funds?
  • Which are the most ethical companies to invest in?
  • What are the best ethical stocks and shares to buy now?
  • Why are there higher charges for some ethical investments vs others?
  • How can I tell if ethical sustainable investing options are genuinely eco-friendly?

Most people also have concerns around general investment and financial planning matters such as risk avoidance, income vs lump sum investments, pensions, etc.

They’re worried that they might make a mistake and end up retiring with no money.

And, when you’ve worked hard all your life and done well, the idea of having nothing to show for it can be a terrifying prospect.

YOUR MONEY CAN WORK FOR YOU AND THE WORLD

What if you never have to feel unsure, worried, or embarrassed about your financial future?

Imagine if your investment income could fund your dream holiday home and give you the time to be there, minus any guilt?

What if you could relax in the knowledge that your hard-earned money is invested in companies that not only do no harm but that work purposefully to make a positive impact on the world?

You can achieve all this by investing ethically.

But the ethical investment landscape is expanding rapidly, making decisions around which options to choose ever more complex.

YOU DON’T HAVE TO FIGURE IT OUT ALONE

Our award-winning all-female team of advisors can help you to select investments that give you the best of both worlds; investments that allow you to put your money where your morals are, and that have the potential to achieve your personal financial goals.

We answer all your ethical investing and financial planning concerns in a safe, non-judgmental environment. With our expert ethical financial advice, you’ll have the confidence of knowing you’ve invested wisely and that you’re in control of your financial future.

Whether you’d like to invest in a general ethical fund or would prefer a bespoke selection of investments that guarantee impact, we formulate the best possible investment approach for your specific needs.

And we do everything we can to make your investment experience smooth, calm, and straightforward.

There is an element of risk in all investments, ethical or otherwise. The value of investments and income from them can go down. You may not get back the original amount invested.

Awards

OBJECTIVE ETHICAL INVESTMENT ADVICE

Whether you’ve already done some investing or you’ve never invested before, we know the ethical market and can give you independent, unbiased guidance in developing a strategy that covers how, what, and where to invest.

Hi, I’m Rebecca Robertson. I’m the founder and director of Evolution Financial Planning and an independent financial advisor.

Where the money goes is where we’ll see the world change. That’s why ethical investing is so powerful as a force for good.

I love working in this field. I get to work with so many amazing clients. Most of them haven’t considered investing before but are drawn to the idea of having an impact with their money, whilst it grows.

In prior years ethical investing was deemed to be more expensive with worse results. That isn’t the case anymore. However, it has become less black and white of what is ethical and what isn’t.

As independent financial advisors with no ties to any specific investment firm, we encourage our clients to focus on what is key for their personal preferences. We can help you achieve a broad portfolio that is diverse and invested in multiple countries, industries, and markets.

Book a discovery call to find out more about how it all works and how we can help you. We look forward to speaking to you soon.

Our ultimate goal is to retire early, get some land, and maybe help a few animals in need. We’ve not really understood how to get to that point and what we needed to do it. We have a much better idea of our direction of travel now after seeing the in depth-analysis Rebecca has provided.

We have used IFA’s in the past, but always felt like very small fish in a very large pond, and the advice and service has always felt very generic.

Rebecca has the ability to explain quite complicated financial challenges and investments in simple terms. It’s also clear that she genuinely cares about the advice she is giving and it’s not just a standard schtick that she roles out time after time.

Keith and Sharon

This is about understanding what my money is doing and that it can do some good or it can do harm. It was really important to me to find somebody who could help me think that through and who has a similar set of values.

My experience with Rebecca was really good because she listened to me and tried to address my concerns. I’d done my homework and had some detailed questions, and she gave me the answers.

Rebecca’s process made me feel that I’m doing all I can to look after myself and look after my investments. And that’s quite empowering.

Sonja Jutta

WHAT HAPPENS IF YOU DON’T USE AN IFA?

It is 100% possible to invest ethically on your own without the help of an independent financial advisor (IFA).

However, there are numerous pitfalls to this, not least of all the time and effort it will take to discern which investments are genuinely ethical and which aren’t.

Whether you decide to use our services or not, we want you to feel completely comfortable and confident in your moral investment decisions. That’s why we’ve put together an ethical investment guide. It explains ethical investing and provides specific tips to help you navigate your ethical investment decisions.

READY TO JOIN THE ETHICAL EVOLUTION?

Leave your details below, and we will be in touch to discuss your goals and how we can help.

Disclaimer: This notice cannot disclose all the risks associated with the products we make available to you. You should not invest in or deal in any financial product unless you understand its nature and the extent of your exposure to risk. You should also be satisfied that it is suitable for you in the light of your circumstances and financial position. Different investment products have varied levels of exposure to risks and to different combinations of risks.

Our disclaimers are not intended to be fully inclusive of all relevant risks; we would strongly encourage to you ensure that you have read all relevant literature, and that you are comfortable that you understand all of the associated risks relating to an investment, before you decide whether or not to purchase it. Should you be in any doubt as to the risks involved, or to the suitability of a particular investment, you should seek professional financial advice.

Please note that investment values can go down as well as up and past performance is no indication of future performance.

Evolution Financial Planning Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetLime Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Evolution Financial Planning Ltd is Registered in England and Wales under reference: 08117933. Registered office address: Unit F23 Innovation Centre Medway, Maidstone Road, Chatham, Kent, ME5 9FD.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.