The way financial advisers ask questions to their clients about ESG will be crucial, as getting the phrasing right is the first step towards sustainable investing with purpose.

In this ‘Professional Adviser’ article, our MD Heath Hopkins outlines some of the findings from our latest ESG tracking study, which highlight a growing interest in ESG investing and the need for financial advisers to ask the right questions to meet their client needs.

Read the full article by clicking on the button below.

About the Author

Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.