“Helping you Create Portfolios that reflect yourValues"Beliefs"Consciousness"Personality"
FOL Wealth Sustainable Investing
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.
What we do
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
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
Sustainable Investing
Thematic Investing
Renewable Energy
Water
Weapons
Animal Welfare
Agriculture
Carbon
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.
Themes
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