Patterson-Mills Financial Planning Limited

Description At Patterson-Mills Financial Planning we have created a holistic approach to both ESG and the ever-growing SRI market. We believe that the United Nations 17 Goals for Sustainable Development are the key to unlocking the best environmental outcomes for Society. This applies not only to the UK, but also globally. It is already clear that this approach is resulting in better financial outcomes for our Clients. Therefore, looking forward it is clear to us that the flows of capital to markets will inherently grow exponentially for the rest of this decade. This means that anyone choosing to avoid this investment sector is doing so at their own peril. SRI investing is good for every planetary stakeholder and so it's good for you! Approach

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Our ESG_SRI approach is designed to meet the majority of financial and ethical needs including: Capital preservation Capital growth Income We monitor portfolios closely with our Partners so changes can be made as circumstances dictate, acting both quickly and efficiently, so investors can delegate the management of their investments to an experienced and reliable management team whom they can trust. Our portfolios, as should be expected, constitute comprehensive investment management: Asset allocation Investment selection Ongoing monitoring Updating investments