Financial advice that’s about more than making money
We can help you to make a positive difference through your wealth
Whether it’s tackling climate change, action on human rights or ensuring companies play fair on tax regulations, investors of all ages also want to make an impact on the issues that matter most to them. You might still believe this means compromising your potential earnings power. It doesn’t.
At Betterworld Financial Planning, we give you high-quality, expert advice on sustainable and responsible investing. We want to show you there doesn’t need to be a choice between growing your wealth and creating a better world.
Our Services
Savings & investments
ISAs and other collective investment vehicles, including shares or bonds.
Pensions
retirement planning and pension reviews.
Protection
life insurance, income protection and critical illness cover.
Inheritance tax planning
including environmental advice on intergenerational planning.
What makes us different?
Many financial advisers still view ESG or SRI as a niche topic for their clients. Or they simply don’t discuss it at all. We don’t believe you should separate sustainability from making informed investment decisions. That’s why every financial decision we help you make has responsible and sustainable investing at its core.
We are dedicated to helping you make a positive difference. All the asset managers and investment products we recommend meet responsible, positive impact-driven, sustainable, and environmental criteria, along with a strong focus on good corporate governance.
Our Mission
We aim to help you achieve your financial objectives.
We do this by providing you with high-quality advice that allows you to grow your investments.
We also ensure all the investment funds we recommend are contributing to creating a better world.