Why Happy Planet
Happy Planet Financial Planning helps people to build better futures. Using financial planning expertise to give clients control over the direction of their lives while helping them use their wealth to make a positive contribution to People & Planet in the ways that matter most to them.
Who do I work with
My clients come from all walks of life, but in common, they share a concern for the world we live in.My clients have clear financial aspirations, but they want their financial arrangements to align with their personal ethics and values.
By clicking through to the following pages you can find out more about how I can help if you are:
Professionals accumulating wealth
Investing for children / grandchildren
In receipt of a windfall
Going through a divorce
I am an Independent Financial Planner specialising in ethical and sustainable investing.
My job is to help people with a conscience use their wealth to make a positive contribution by supporting companies who are seeking ethical and sustainable solutions to global issues.
United Nation’s Sustainable Development goals
Making a difference starts with each one of us acting responsibly. I believe that by investing and working with integrity, Happy Planet's clients can collectively contribute to the achievement of the UN Sustainable Development Goals to end poverty, protect the planet, and ensure that all people enjoy peace and prosperity.
While I support the UN SDGs, I am not associated with the UN and my services are not endorsed by them.