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. Our advice process is straightforward, good value and also recognises the importance of ensuring the advice is right for you. After all, this might be your pension or a nest egg for your children. Our Chartered status provides you with the additional assurance your would expect from financial advisors that have achieved the highest level of qualification in their profession.

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 Financial Planning firm. In addition, we also consider deeply the ethical, sustainability and positive impact potential of your investments.

We're confident that ‘pound for pound’ your money will do more good invested in our portfolios than in any 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.

PFM (our owners) have worked with many thousands of happy clients, and in that time, we’ve come to learn what people truly want from their advisers. 

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.