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What Sustainable Investors Need from Their Adviser
Drawing on EQ Investors’ extensive experience working with independent financial advisers and adviser networks across the UK, this session explores how advisers can effectively support clients seeking sustainable investment solutions. Delivered by Louisiana Salge, Head of Sustainability at EQ Investors, the presentation will examine the key stages of an effective client journey, from understanding client values and objectives to building long-term trust and delivering good outcomes under Consumer Duty requirements. Attendees will gain practical insights into best practice engagement, common challenges and the tools, resources and support available to help advisers integrate sustainability considerations into client conversations with confidence and consistency.
