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

Former Titan Wealth employee sentenced to community order for harassment

Former Titan Wealth employee sentenced to community order for harassment

Okunola handed 100 hours unpaid work and two-year restraining order

Sahar Nazir
clock 19 September 2025 • 1 min read
PA Awards 2026: Last chance to enter today!

PA Awards 2026: Last chance to enter today!

Celebrating the best in financial planning and advice

Professional Adviser
clock 19 September 2025 • 1 min read
Feel Good Friday: Quilter partners to help Armed Forces community become advisers

Feel Good Friday: Quilter partners to help Armed Forces community become advisers

Wealth manager partners with White Ensign Association and Forces Transition Group

Professional Adviser
clock 19 September 2025 • 1 min read