Find a Sustainable Adviser
Individual investors
Looking for a financial adviser?
Would you like to build ESG, Sustainable, ethical or other forms of values-based investment into your financial planning?
Then you will need an adviser who asks the right questions, at the right time, in the right way, and uses the information gathered to deliver a financial plan that meets your investment preferences and objectives.
Why use an adviser listed on this site?
- The advisers listed in our database have confirmed the following:
- They will abide by our Guiding Principles
- They will offer ESG/Sustainable/values-based investment advice to all clients, as part of a discussion of your Investment Preferences and Objectives
- If you do wish to apply ESG, sustainable and values-based options to your financial plan, the adviser will match appropriate products/funds to your preferences
- At annual review, the adviser will discuss your preferences and objectives, and provide updates and information from the recommended funds
Note – none of the advisers pay to be listed in the database. Provided a firm agrees to our Guiding Principles, we will be pleased to list them
Are you a financial adviser?
Do you already have a process in place to offer ESG, sustainable and ethical investment to your clients?
Would you like to be listed in our database?