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Impact Investing - Environmental, Social and Governance (ESG)
At PLU, we invest our clients’ wealth to match their financial objectives, attitude to risk and ethical values.
As partners of Nexus Global, we aim to help clients achieve their financial goals over the long-term. We believe that the consideration of Environmental, Social and Governance (ESG) factors forms an important consideration when providing financial advice. Clients’ awareness of the principle impacts of sustainability factors & risk on returns are of paramount importance. ESG preferences and suitability are all part of our advisory process.
Our clients may request certain investment sectors or industries to include or avoid in our recommendations as part of our financial review. What is Sustainability risk? Sustainability risk is defined as an environmental, social or governance (ESG) event or situation that, if it occurs, could have a material adverse impact on the value of the investment.
The objective of this policy is to describe the integration of sustainability risks into our investment advisory activities. For the avoidance of doubt, this Sustainability Risk Policy does not cover the investment service of Reception and Transmission of orders (i.e. execution only).
Environmental, Social & Governance (ESG):
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Wealth Management
Comprehensive wealth management, focusing on forming strong and lasting relationships that support you in achieving your goals and financial wellbeing.
Pension Advice
Prioritising your best interests, advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
Investment Advice
Understanding and supporting our clients for the long-term, our team will help find the right investment solutions for you.
Retirement Planning
Putting your retirement needs first and understanding that a key aspect of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
Our experts are here to help guide you through this advice process and ensure that your plans align with legal requirements and best practices.
Migration Services
We partner with multi jurisdiction advisers to provide continued support and advice to our clients, wherever they are in the world.
Cashflow Forecasting
Our experts will help you understand your cash requirements, giving you the freedom to achieve your goals and make financial decisions.
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