The Work Index by Flexa

Greenspace Sustainable Financial Planning Ltd

Greenspace Sustainable Financial Planning Ltd is an FCA-regulated financial planning firm focused on ethical investments and pensions, aligning client money with their values for a sustainable future.

https://greenspacesfp.com/
4.9

/10

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Description

Greenspace Sustainable Financial Planning Ltd is an FCA-regulated firm dedicated to ethical investment and pension planning, committed to aligning clients' finances with their values and contributing to a sustainable future. They offer a range of services including pension and investment advice, wealth management, and estate planning. Their focus on ethical investing ensures clients' savings are invested in companies that are well-run, sustainable, and actively address climate change and social issues.

Greenspace stands out as a Certified B Corporation, demonstrating their commitment to social and environmental responsibility. They prioritize transparency and accountability, working with clients to understand their needs and values and providing tailored financial advice. Greenspace emphasizes a personalized approach to financial planning, offering ongoing support and annual reviews to ensure clients' plans remain relevant and meet their evolving needs.

Benefits

Greenspace Sustainable Financial Planning Ltd focuses on offering a holistic approach to financial planning and wealth management. They provide a variety of services, including pensions, investments, taxation, and estate planning. The company also offers a strong emphasis on ethical investment and pension planning, aligning with their commitment to sustainability and a positive social impact.

Mission

Greenspace Sustainable Financial Planning Ltd is an FCA-regulated firm committed to helping individuals and businesses align their finances with their values. They believe in a sustainable and happier future, and strive to ensure that clients' pensions and investments support companies and industries that are environmentally and socially responsible, without sacrificing financial performance. Greenspace guides clients in understanding their values, financial goals, and existing investments, and then works with them to develop a plan that reflects their ethical and financial aspirations.

Disruptor
Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability

Culture

Greenspace Sustainable Financial Planning promotes a culture deeply rooted in sustainability and ethical values. They emphasize making a positive impact on the world through responsible investment strategies that align with clients' values. Their commitment to transparency and accountability, as demonstrated by their B Corp certification, fosters a collaborative and purpose-driven work environment.

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