Nothing in this podcast constitutes personal financial advice. For personal advice please speak to an Independent Financial Planner. Investments carry risk. Past performance is no guarantee of future performance.
About Emily Pool:
Emily is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. She believes people will naturally engage more meaningfully with their financial futures by investing ethically and sustainably, and will feel more empowered knowing that their savings can have a positive impact on global problems.
Key discussion points from this episode include:
· Emily’s definition of investing
· Some of the reasons why people opt to invest in ethical and sustainable products
· Establishing a client’s values
· How a financial coach can help investors to establish their values
· Establishing whether your investments are ethical and sustainable or in line with your current values
· The performance of ethical and sustainable investments in recent years
· Emily’s definition the Wealth Cornerstones
Contact and work with Emily Pool:
Website: www.happyplanetfp.co.uk
Linkedin: https://www.linkedin.com/in/emily-pool-willsifa/
Invest In Yourself: Podcast
Instagram: @HappyPlanetFP
Facebook: @happyplanetfp
Twitter: @HappyPlanetFP
Resources mentioned in this episode:
Share Action: https://shareaction.org/
TrustNet: https://www.trustnet.com/
Tumelo: https://www.tumelo.com/personal
Make My Money Matter: https://makemymoneymatter.co.uk/
Follow The Wealth Conversation:
Book a Power Hour: https://calendly.com/thewealthconversation/power-hour
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Download The Wealth Cornerstones Guide: https://thewealthconversation.com/free-guide/
