We were approached by our client who had built up various investments over the years. In the past she had received advice on how and where to invest but had never felt her adviser had listened to her or had her best interests at heart. Upon meeting it quickly became apparent that her core values were to ensure she was investing sustainably and making a positive impact.
Following our initial consultation and review of her current investments our team recommended a Positive Impact & Sustainable portfolio. The client was unaware that she could use her savings and pensions to invest responsibly, without giving up financial returns.
In addition to providing the client with a portfolio she was much more committed to, we were able to redistribute her income streams, resulting in a significant saving on her annual tax bill.
Resolve strive to listen and understand what drives each individual client, and have a passion for Positive Impact & Sustainable investments.