Equilibrium Financial Planning commits to total ESG investing

Only engage with ethical companies

Sophie King
clock • 1 min read

Equilibrium Financial Planning has become a signatory to the UN’s Principles for Responsible Investment (PRI) as the shift towards ESG investing continues to grow.

The move means that the Chester-based wealth management firm's sister company Equilibrium Investment Management will only invest with fund management groups that are PRI signatories by the end of 2021 and obtain an average PRI score of ‘A' or above. PRI principles include incorporating ESG issues into investment analysis and decision making processes, being active owners and incorporating ESG issues within policies and practices as well as promoting the implementation of these principles elsewhere within the investment sector.  The firm, which manages close to £1bn of assets, will als...

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 Investment

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Data shows enforcement activity shift

clock 19 March 2026 • 2 min read
Wrestling with the idea of a new world order? Try European smaller companies

Wrestling with the idea of a new world order? Try European smaller companies

'Let me try to explain the case for calm'

David Walton
clock 16 March 2026 • 4 min read
Low-cost platforms spur one in three UK adults to invest

Low-cost platforms spur one in three UK adults to invest

Trading 212 the main beneficiary

Michael Nelson
clock 12 March 2026 • 2 min read