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Investing for a better world
Listen back to this ESG webinar presented by our Adviser and Partner, Dean McSloy and our talented Financial Planning Executive, April Leeson.
The webinar covers a range of ESG related topics including:
- What is ESG?
- TPOs ESG credentials
- Why is ESG important
- The impact of coronavirus on ESG principals
- How to introduce ESG investing into your portfolios
About our speakers
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Dean McSloy - Partner |
April Leeson - Financial Planning Executive |
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I have been studying ESG investing for some time and have seen a significant increase in desire from both new and existing clients to take exposure in their portfolios. I am passionate about the benefits that ESG investing can bring to their long term financial plans. My objective is to provide a personal and bespoke service based on a thorough understanding of my clients current position, financial objectives and ambitions. |
Throughout my training I have been excited by the possibility of not only helping my clients with their financial planning, but also helping them making the world a better place through ESG investing. I introduce clients to cash flow planning to help demonstrate how TPO can make a difference, working together towards reaching their financial goals. |
Alternatively, to understand how we can help you with ESG investing, get in touch and arrange a free consultation today!
To see why we are a ‘Top Rated Firm’ for a second consecutive year read some of the real client reviews left based on their direct experience of our advisers on VouchedFor now.
Please note: The Financial Conduct Authority does not regulate Tax Advice, Estate Planning or Cash Flow planning. The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.
Location
Online