Masterclass: How to advise clients on ethical investing

How can advisers best meet the needs of ethically-minded clients?

clock

Rebecca Jones examines how advisers can best service the needs of their ethically-minded clients.

It is no secret that, generally speaking, the financial adviser community tends to be wary of ethical and sustainable investment, and some advisers have been known to advise their clients against it. However, the results of a YouGov survey conducted late last year suggest they could be missing out. The survey revealed that 63% of British investors would like to be offered a sustainable and ethical option when choosing an investment, while 43% would be likely to move their money out of a company that engaged in unethical or unsustainable activities. In addition, the UK Sustainable Inve...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Playing to your strengths when building professional connections

Playing to your strengths when building professional connections

Have clear networking goals

Sam Whitaker
clock 12 December 2024 • 4 min read
FOS freezes all case fees and levies amid heightened demand

FOS freezes all case fees and levies amid heightened demand

Predicts around 240,000 cases in 2025/26

Isabel Baxter
clock 11 December 2024 • 3 min read
Andrew Goodwin: Human connection is central to both personal and career success

Andrew Goodwin: Human connection is central to both personal and career success

'It's tough to make predictions – especially about the future'

Andrew Goodwin
clock 11 December 2024 • 4 min read