Prudent Financial is a progressive and broad-based financial advice company. With over 20 years industry experience, our clients receive a range of balanced advice which reflects their needs both now and into the future as their life stages progress.
As business owners, we offer advice almost exclusively to fellow business owners. We know the challenges involved and the need for flexibility and choice. We incorporate this into our plans for our clients to enable everyone involved make prudent decisions.
Prudent Environmental Investments is our specialist ESG investment arm. We have expertise in advising our clients on investment in areas representing good Environmental, Social and Governance (ESG) policies. There has been a growing interest in this specialist area, and it is vital to ensure that any decisions are based on solid foundations.
At PEI, we actively seek out good opportunities in the ESG space for our clients. We also recognise and follow the importance of selecting investments with excellent track records in their respective fields. Our aim is to seek out and provide our clients with both educational and insightful information about the growing area that is ESG, how this is impacting investment decisions and the best options for their own investment.
We have closely aligned our ethos with three of the UN Sustainability Goals. We feel these guide our work to help create a more sustainable environment through identifying opportunities for investors.