“Helping you Create Portfolios that reflect yourValues"Beliefs"Consciousness"Personality"
FOL Wealth Sustainable Investing
What if you could invest to achieve your personal goals and have a substantial and measurable positive impact on the issues you care about in the local and global community?
FOL Wealth believes that it is not only possible, but it also makes good financial sense to do so.
Whether you call it "substantiable, impact, social conscious, green or ethical investing": Socially Responsible Investing (SRI), encompass investment strategies that seeks to consider both financial and social return on investment.
FOL Wealth believes that it is not only possible, but it also makes good financial sense to do so.
Whether you call it "substantiable, impact, social conscious, green or ethical investing": Socially Responsible Investing (SRI), encompass investment strategies that seeks to consider both financial and social return on investment.
FOL Wealth Sustainable Investing offers you an independent array of social responsible ESG Investment Solutions and Product Choices.
What we do
We help individuals, families, and businesses customise their portfolios to support their social and environmental principles, excluding firms or industries that do not align with their values and screening of new investments with positive Environmental, Social and Governance (ESG) characteristics through rigorous investment process.
We offer objective financial planning advice along with ESG based investment to serve your needs, values, and risk tolerance.
We offer objective financial planning advice along with ESG based investment to serve your needs, values, and risk tolerance.
At FOL Wealth, our financial advice will align with your values and vision. Our products will satisfy your risk tolerance and meet your immediate and long-term financial goals. From individual personalities to corporate culture, investments work better when they reflect who you are.
How we work
- One to One ESG consulting – Factfind, KYC.
- ESG screening based on your personal values.
- Risk Profiling, Investment Experience, Capacity for loss
- Investment selection and Portfolio Creation
- Unbiased Investment Solution
- Ongoing Portfolio Monitoring and Rebalancing
Services
We offer a range of FCA Regulated Advised Solutions to retail and private clients to make better manage risk-adjusted returns and with a focus on achieving your sustainable investment goals and invest responsibly.
Our product solutions address many of your concerns including climate change, thorough investment screening (fossil fuel-free), shareholders advocacy and community investment.
Our product solutions address many of your concerns including climate change, thorough investment screening (fossil fuel-free), shareholders advocacy and community investment.
Environmental, Social, Governance Investing
Set standards for a company’s behaviour used by socially conscious investors to screen potential investments.
Sustainable Investing
Invest in companies that prioritize sustainability and ethical practices.
Thematic Investing
Put money into companies that align with specific themes or causes, such as renewable energy.
Renewable Energy
Develops remarkable energy sources such as solar and wind
Water
Provides efficiency in usage of water and other natural resources
Weapons
Excludes companies that manufacture or distribute military weapons.
Animal Welfare
Protect animals from cruelty, suffering or use in experiments.
Agriculture
Promotes soil health, lower pollution levels and deals fairly with workers.
Carbon
Reduces carbon footprint and combats pollution actively
Offering
We offer a Range of FCA Regulated Advised Solutions to Retail and Private Clients to manage optimized Risk-adjusted Returns, with a dedicated focus on achieving your personal Sustainable Investment Goals and Responsible Investment Strategies.
For Pots over £250,000 we are currently waving Set up and Transfer Fees for General Investment Accounts (GIA), Individual Savings Accounts (ISA) and Self-Invested Personal Pensions.
Our Product Solutions below address many of your concerns including: Climate Change, Thorough Investment Screening (Fossil Fuel-free), Shareholders Advocacy and Community Investment.
Royal London Sustainable Fund Range
EQ Investors Rated Funds
JP Morgan Sustainable Investing
Blackrock iShares Sustainable Investing
Liontrust Sustainable Future Managed Fund
Vanguard Sustainable Life Fund
BMO Sustainable Universal MAP Range
Themes
“Investing in your worldviews on your terms”
Green Investing
Environmental, Social, Governance (ESG)
Value Based Investing
Impact Investing
Socially Responsible Investing
Sustainable Investing
Climate Change
Water Use/Recycling
Sustainable Agriculture
Carbon Emission
Avoiding Weapons / manufacturers
Renewable Energy
Animal Welfare
Fossil Fuel Free Portfolio
Board Diversity
Our Focus
- To provide competitive financial return
- Highly personalised client relationship
- Help create positive social change.
- Practice with high standard of ethics
We would be happy to discuss your needs and help structure an investment portfolio that is a true reflection of your own goals and values.
To book a complimentary meeting, contact us.
Sustainable Investing - How Can We Help?
A complimentary Financial Review is the opportunity to discuss all your Investment, Financial, Retirement and Protection needs in confidence with one of our Advisors.
Simply complete the form below and we will contact you to arrange a convenient time to meet.
One Mayfair Place
Mayfair, London
London W1J 8AJ , United Kingdom
