Choose what you need!
Are you a UK financial adviser or planner who:
- Wishes to enhance and highlight your client service and show you care about their understanding of investment risks and options?
- Would like to meet suitability and Consumer Duty requirements, with evidence that you have ensured all clients receive a consistent message about sustainable investing?
- Needs to be efficient with time and /or does not feel fully expert or comfortable discussing either sustainability risks and opportunities or the associated investment strategies?
We offer a single-price monthly subscription to access the core Understanding Sustainability video suite. We want as many clients as possible to benefit from this educational service and have endeavoured to keep the cost at a level which is affordable for firms of all sizes.
In addition to the core videos, we can also build custom videos to help you explain your sustainable finance planning service to your clients, alongside the core videos.
For the largest firms, we offer an enterprise option which includes whitelabelled graphics and a custom front-end. We don't see this as something which all firms will need or want, so we're not going to charge you for it up-front!
Subscription Service
£TBCmo£100Setup fee***The Setup Fee will be waived for the first 20 firms who subscribe to the service!***
We offer a per-user service which may be suitable for smaller firms and those who only want to provide the service to new clients.
Pricing will be competitive and still affordable for small firms!Access for up to 100 clients at a time. (If you need more, let us know and we'll arrange to bill you accordingly)Pay by monthly standing orderHelps you ensure consistent information is going to your clients.Custom Videos
£POAeachWe offer custom videos designed around you and your service offering which can be delivered alongside our videos or used by you to promote your sustainable finance offering.
If you have existing videos you would like to be made available as part of the course for your clients we can also accommodate this for a minimal cost.Demonstrates your commitment to sustainable financial planningHelps improve client understandingBuilds a connection between your services and the information providedEnterprise Option
£POAnegotiableWe offer an enterprise option which includes a white-labelled front end and custom graphics. This is likely to be suitable for very large firms and networks. The pricing of this service is dependent on your needs and specifications.
Provides access for unlimited users.Custom Videos included.Whitelabelling to match your brand and style.