Welcome To Sustainable Wealth

Q “Doesn’t sustainable investing mean lower returns?”

Not necessarily. It depends how sustainable you want to be. The more you move toward impact investing, the more investment risk you accept. But for most B Corp business owners, the majority of your investments can probably use exclusion-based strategies that avoid the worst players while maintaining diversification.

Q “This sounds expensive.”

My charges are transparent and reflect fair value for the work I do. If you’re lucky enough to have £1m to invest, my charges may reflect economies of scale. But if you want to invest that £1m in ten chunks of £100k, that’s ten times the work. You’re not paying for my time – you’re paying for my experience and expertise. (You can read my full Terms of Business including costs disclosure by clicking here. Before any regulated advice is ever given, you will receive a full, clear, and transparent breakdown of all costs including how those costs may impact returns)

Q “I don’t have time for complex planning.”

Planning is the foundation. If you don’t have a clear plan with clear goals and objectives, there’s no way to measure whether your financial action plan is delivering against those outcomes. Any plan is better than no plan at all. Most people put more time into planning their holidays than planning their financial future! What does that say about the importance of their future well-being?

Q “My current advisor already offers sustainable options.”

Do you trust them enough to get a second opinion? Some “sustainable” investment options may be wolves in sheep’s clothing with a green label slapped on. Have they actually looked at the percentage exposure you have to various industries? Has your advisor been through B Corp certification? Do they understand what it actually means? I have – because I’ve walked the walk, not just talked about it.

Q “I’ve had bad experiences with financial advisors.”

I get it. Every industry has bad apples. Many advisors focus on products, not outcomes. They use confusing jargon and sit on the opposite side of the table from their clients. I sit on the same side as you, working together to do the right thing at the right time to get you to the right place.

Q “What do we mean by ‘values-aligned / sustainable?”

We use ESG screening criteria, exclude certain sectors, consider positive impacts, and regularly monitor holdings. We use third-party data / independent benchmarks. We also recognise that what counts as “sustainable” may differ between clients; we tailor based on your personal values and objectives.

Q “What does it mean to be a B Corp?”

B Corps do not have a single written definition of “sustainable”; instead, they define it through a commitment to a triple bottom line, valuing people, planet, and profit equally, and ensuring that their products, practices, and profits do not harm but rather benefit all stakeholders. Sustainability for B Corps means integrating social and environmental goals into their core business strategy to achieve positive societal impact and build a more inclusive, regenerative, and sustainable economy.

Because every day you delay, the gap between where you are now and achieving Sustainable Wealth gets wider.

The longer you leave it, the bigger the jump you’ll need to make to get your wealth aligned with your values while still meeting your financial goals.

Here’s the reality: I can only work with 3-5 new clients each quarter. Once those spaces are filled, you go on the waiting list. If you’re serious about unlocking the 21x potential of your wealth alignment, the best time to start was yesterday. The second best time is today.

Working together begins with a conversation.

To book a time that works for you, I’ll need to understand your circumstances and what you’re looking to achieve. The booking process includes a few questions that help me prepare for our conversation.

I personally review every booking. If I don’t believe we’re a good fit or that I can add meaningful value, I’ll contact you before our scheduled call.

No financial advice is provided at this initial conversation. This is a decision point for both of us to determine whether it makes sense to proceed.

If we decide to proceed, paid financial planning work begins at the Explore stage, where I carry out detailed financial analysis and begin building your Sustainable Wealth Blueprint™.

What Happens Next

1. You book a conversation (takes 60 seconds)
2. We meet and discuss how I can help you
3. We both decide whether it makes sense to proceed

There is no obligation to proceed beyond this point.

What You Can Expect

• A clear decision on next steps
• Straight answers
• No pressure, no selling, no obligation

The Gap Is Widening

Every day you delay makes the jump to Sustainable Wealth harder and more difficult to achieve.

Don’t let another month pass with your wealth working against your values. I can only work with a limited number of new clients each year. If aligning your wealth with your values matters to you, the appropriate next step is to book a conversation.

It takes 30 seconds. The Sustainable Wealth conversation lasts a lifetime.

P.S.Your wealth is either working for your values or against them. There’s no middle ground. Let’s make sure it’s working for you.

P.P.S. Remember: switching your pension could deliver 21x more carbon reduction than going vegetarian, avoiding all flights, and switching to renewable energy combined. If aligning your wealth with your values matters to you, the time to act is now.

P.P.P.S A final nod to my regulated industry … All investments carry risk. The value of investments can fall as well as rise, and you may get back less than you pay in. Past performance is not a reliable indicator of future results. There is no guarantee your objectives will be achieved in the time frame you require given markets are outside anyone’s control.