Sometimes, it feels like we're battling alone against the tide.
When it comes to the world's issues, it's tough to figure out how we can make a difference.
At Purposeful.Money, we've realised that if we — all of us — really want to start making a difference, it needs to be as simple, affordable, and easy as possible. The solution needs to be readily available for significant numbers of people. We therefore made the important decision to not charge any initial fee for the advice we give to invest in one of our ethical portfolios. Together with our simplified advice process we believe that this overcomes many of the obstacles that may prevent someone taking the opportunity to invest their money in a more socially responsible and ethical manner.
Money made purposeful
Many of us don’t know know how our funds are invested. But you can take back control. You can choose how, where and why they’re invested, and still see growth, secure your future, and help to benefit the planet’s forces for good while you do.
When you invest, save, start a pension or transfer a pension through Purposeful.Money, you can be sure that your money will be helping a positive cause.
We apply all the ‘normal’ rules and techniques that you would expect from a chartered wealth management company. In addition, we also consider deeply the ethical, sustainability and positive impact potential of your investments.
Our portfolios are not a ‘perfect solution’ from an ethical point of view, as everybody’s definition and understanding of ethics is different. But we're confident that ‘pound for pound’ your money will do more good with us than in any of the mainstream or standard funds, without sacrificing growth or exposing you to more risk.
To view a detailed document on our investment and process, click here.
We’ve worked with many thousands of happy clients, and in that time, we’ve come to learn what people truly want from their advisers.
We’ve done away with percentage-based setup fees, because they can be a bit misleading. Instead, we have no initial set up costs - no matter how much your funds are worth.
Our friendly, hands-on experts will educate you at every step of the journey, empowering you to take full control of your finances.
Perhaps most importantly, we’ve learned that the businesses that will be most likely to succeed in the future are those who are mindful of the planet as well as their profits. We make it as easy as possible for you to invest in these forward-thinking businesses, responsibly, and at a risk-level that suits your needs.