Investors often view defence as a ‘no-go area’, up there alongside tobacco or oil and gas. But, as governments increase defence spending, shares in defence-related companies have soared.

I recently worked with a client named Jayne. Her husband had passed away, and as in so many marriages, he’d always been the one who looked after their finances. She found herself having to take up the reins. Then a friend recommended an accountant, and she asked them to help.

But there’s still a long way to go in terms of marketing the ESG message correctly. And one reason is that it has the potential to backfire.

Betterworld Financial Planning starting trading on 1 May 2021. Our investment proposition is based on sourcing and advising on investment solutions that meet responsible, positive-impact-driven, sustainable and environmental criteria, along with a focus on good governance.

ESG offers a great opportunity to explain that a client’s portfolio might be able to reflect and support all three areas of ESG in a positive way.