As UKSif's Good Money Week kicks off its programme of events, advisers too are doing their bit to raise awareness of values-based investing.
From offering portfolio reviews in search for potential green opportunities, to promoting a values-based Christmas, advisers are busy running their special initiatives this week.
Anita Wright, independent financial adviser at Bolton James, is offering complimentary reviews of clients' current investment and pension portfolios in a bid to identify opportunities for switching towards more sustainable and ethical investment options.
"As part of Good Money Week, I am committed to promoting sustainable finance by actively engaging and educating clients on the importance of sustainable and ethical investment options," she said.
"This effort is not just about financial returns, but about making investment decisions that are aligned with broader social and environmental goals.
"I aim to empower clients to understand how their financial choices can have a meaningful impact on the world while still working towards their personal financial objectives."
She said the reviews allowed her to provide tailored and actionable recommendations based on their financial goals, risk tolerance, and personal values.
For Dennigan Tyson, mortgage & protection adviser at Pia Financial Solutions, "sustainable finance when advising clients in mortgages and their relevant future planning is top of the agenda, regardless what week it is."
Gabriel McKeown, head of macroeconomics at Sad Rabbit Investments, said he was using the action week to push for fairer access to financial markets.
"Our objectives closely mirror GMW's, particularly in our shared commitment to making investing accessible to everyone and empowering individuals to take control of their financial futures," he said.
To this end the firm has developed tools to help investors build their own portfolios and is offering free resources for investors to educate themselves about investing.
For those with one eye already on the festive season, whether it be in anticipation or with a sense of dread, money coach Fanny Snaith believes she has the answer to a fulfilled financial festive experience.
"I am doing my bit for Good Money Week by running a workshop all about 'how we do Christmas'," she said.
She believes many people approach Christmas the same way they approach their finances: last minute with no planning and resulting in a New Year financial hangover.
"Opening the door to conversation about money can come in many forms – Christmas is a great topic for this," she said.
"We need to talk about money – my experience is that people feel alone when it comes to finances."
She said she felt the pain firsthand when watching her mother squander her inheritance.
"Sadly she had no guidance as to what to do with it. Her third husband, who was also her bank manager, took the rest after being blackmailed. So my life, her life and the rest of my family's [lives] have been tossed around due to our finances.
