Investing Good Money

Investing Good Money

We have been fascinated to read the materials available on ‘Good Money’ and see how a shift in peoples’ attitudes have resulted in a different more transparent approach to investment decision making.  On their website Good Money discuss some of these motivations and highlight the “business benefits of ‘good money’:
• Reduces the investment risk associated with companies that have poor ESG records, e.g. Volkswagen, Tesco, Sports Direct
• Provides investment opportunities in growing industries e.g. renewable energy, electric vehicles, cyber security and meat alternatives.
• Provides investments which match client values and concerns, fulfilling your "Know Your Customer" obligation e.g. exclusion of tobacco, pornography and the arms industry.”

“The number of people, especially baby-boomers and millennials, asking how climate change and other environmental, social and company governance (ESG) issues will affect their investments is growing. They hear about these issues in the news and look for informed advice on the impact of their investment.”  

At Beaufort Wealth Management Limited by getting to know and understand our clients and their values and beliefs we can make recommendations that are in keeping with these.

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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
Warwick,
Warwickshire,
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

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