True Bearing
Sustainable Investing Advice
As climate change and other environmental issues hit the news more often, ensuring that your investment activity has a positive impact is now understandably a major concern for many individuals. At True Bearing, we provide well-informed and tailored advice on sustainable investing to help you achieve this.
Here at True Bearing Chartered Financial Planners, we have recommended and invested over £20m in the last 2-3 years into a variety of impact, sustainable and ethical investment solutions for our clients. Socially responsible investing is growing in popularity and profitability as more and more of us wake up to the environmental issues that are affecting the planet.
We are also very proud to have been featured in the Good With Money website list ‘Top 9 Ethical Financial Advisers for 2020’. Another endorsement of our ethical credentials!
Socially responsible investing is about doing good, avoiding harm and making money in the process. True Bearing Chartered Financial Planners are a specialist in green investing. One of our experienced Independent Financial Advisers (IFA’s) will be able to assist you with recommending the most suitable sustainable investment funds for you, your circumstances and your goals.
To find out more about sustainable investing, or to book a no obligation first appointment, give us a call on 01257 260011. Alternatively, fill out our contact form to request a call back.
Our Commitment to Ethical and Sustainable Investing
Choosing and maximising the growth potential of a sustainable, impact and ethical investment portfolio requires an understanding of the market and an appreciation of the risks involved. At True Bearing, we are here to provide you with the expert green and socially responsible investing advice you need.
Our Independent Financial Advisers (IFAs) have received specialist impact and SRI investment training and will be able to help you review all available solutions to find the right one for you. We believe in providing tailored advice for each individual client, and will work closely with you to create a long-term sustainable investment plan that is suitable for your needs and aspirations.
To speak to us about sustainable investment funds, contact us today to arrange a one-to-one appointment at our expense.
Give us a call on 01257 260011, or fill out our contact form to request a call back.
Our Sustainable Investing Services
Here at True Bearing, we are qualified to offer financial and investment advice on a range of products and services:
- Impact investing
- Ethical investing
- Sustainable investing
- ESG investing
- Green investing
- SRI investing
We pride ourselves on our knowledge of sustainable and ethical investments and have an ongoing commitment to building a lasting relationship with our clients.
This ensures we can help them to reach their personal financial goals and see a meaningful impact on their lifestyle and wealth.
How True Bearing Can Help You
At True Bearing, we pride ourselves on having a different ethos to other Independent Financial Advisory firms. We will work closely with you to provide a long-term approach to socially responsible investing that delivers consistent, sustainable results for you and your family.
No matter how much you are looking to invest, you can always place your full trust in True Bearing to provide you with the best possible advice related to sustainable investment funds. As Chartered Financial Planners, we rank amongst the most qualified financial planning firms in the UK.
Our sustainable and ethical investment advice is regulated by the Financial Conduct Authority, with full protection for our clients under the Financial Services Compensation Scheme (FSCS). What’s more, as a truly independent firm, we can access the whole of the market and find you the best solutions for you and your money.
FAQs
Frequently asked questions about Sustainable Investing
Sustainable investing allows you to invest in companies and projects that aim to combat climate change and environmental destruction. It also promotes corporate responsibility. The focus is on solutions-based investments in companies who we believe will thrive as our world improves.
This type of investment generally avoids those that may harm people and the environment (such as tobacco companies, weapons manufacturers and fossil fuels). Instead, it focuses on investments that support people and the environment. Examples of ethical investments include healthcare, education and renewable energy.
This refers to three central factors used to measure the sustainability and impact upon society of an investment in a company or business. Whilst deciding which investments we recommend to you, we will use a screening process that takes a company’s ESG into account. This will give you the peace of mind that the Sustainable and Ethical investments that we advise on will be doing measurable good, whilst also making you money in the process.
An impact investment is one that is made with the intention to generate social and environmental impact alongside creating a financial return. An example of an Impact Investment would be the company McRebur who are a company who want to make the way we manufacture roads to become much more environmentally friendly.
Contact Us
To find out more about how True Bearing can provide you with the financial advice you will need to get the very most out of your investments, get in touch with us today to arrange a one-to-one introductory meeting at our expense. This will give you an opportunity to discuss your financial means and goals with us, so that we can work out what kind of sustainable and ethical investment strategy will deliver the best returns for you.
Give us a call on 01257 260011 to get started, or fill out our contact form to request a call back at your convenience.
