How we can help

Sustainable investing

Are you considering sustainable investing but unsure where or how to invest?

It’s a complex and increasingly crowded market, so many of our clients feel this way. Which is why we’ve developed the PWM Green Matrix in partnership with leading research group ARC Research – to help you match your individual needs to the most suitable sustainable investments.

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Moving beyond a
performance-sustainability trade-off

Sustainable investing has moved from a niche sector to the mainstream, but many investors are still concerned about a longstanding question: can environmental and social challenges be addressed without detracting from investment performance?

While there are no certainties in investing, the answer is simple: yes, they can. The market has moved beyond the point where investors need to trade-off financial performance against sustainable considerations. Sustainable investment is now something that every investor should consider as part of their portfolios.

That said, as more capital flows into the market, deciding where to invest becomes increasingly complex. Our PWM Green Matrix is designed to help you through that complexity.

 

Creating your bespoke green investment footprint

The PWM Green Matrix cuts through the green investment jungle on your behalf. It’s a tool we’ve developed with ARC Research based on our conversations with clients to understand their thoughts on green investment, and their aspirations for our planet and future generations.

How it works:

  • We conduct extensive research using our independent green methodology, to filter more than 3,000 green investments and identify the leading propositions on the market.
  • We use our PWM Green Matrix to match your requirements with the appropriate sustainable portfolio, creating your bespoke green investment footprint.
  • As we do, we use our independence to maintain the necessary oversight and objectivity to find the best solutions to meet your sustainable investment needs.
  • Wherever you are on the spectrum of green investment, you’ll have clarity to help you make the right decisions for your goals.

 

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ABOUT US

Together, we make financial freedom simple.

As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.

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We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey
Rob Kenyon Kat Smilewicz Chris Thomas James Nightingale