Impact Investing - Environmental, Social and Governance (ESG)

At PLU, we invest our clients’ wealth to match their financial objectives, attitude to risk and ethical values.

As partners of Nexus Global, we aim to help clients achieve their financial goals over the long-term. We believe that the consideration of Environmental, Social and Governance (ESG) factors forms an important consideration when providing financial advice. Clients’ awareness of the principle impacts of sustainability factors & risk on returns are of paramount importance. ESG preferences and suitability are all part of our advisory process.

Our clients may request certain investment sectors or industries to include or avoid in our recommendations as part of our financial review. What is Sustainability risk? Sustainability risk is defined as an environmental, social or governance (ESG) event or situation that, if it occurs, could have a material adverse impact on the value of the investment.

The objective of this policy is to describe the integration of sustainability risks into our investment advisory activities. For the avoidance of doubt, this Sustainability Risk Policy does not cover the investment service of Reception and Transmission of orders (i.e. execution only).

Environmental, Social & Governance (ESG):
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Where Next?

Wealth Management

Providing a comprehensive approach to managing your finances. Forming strong, lasting relationships that help you achieve your goals and financial wellbeing.

Pension Advice

Your best interests are our priority. Our advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.

International Financial Planning

Supporting our clients, wherever they may be. If you’re living abroad, our team will be there to aid you at every turn.

Retirement Planning

Putting your retirement needs first. A key part of retirement is being able to relax and enjoy the fruits of your labour.

Inheritance and Succession

When it comes to inheritance and succession planning, it’s vital to have a clear understanding of the laws and legislation that impact your wealth, which is where our experts can help.

Tax Planning

Understanding your financial situation and how that impacts your tax liabilities is central to the advice and tax planning services that we deliver.

Repatriation Services

We proudly provide continued support and advice to our clients, wherever they are in the world, to ensure that their assets are protected.

Understand how your future can benefit from our financial planning services