Financial Planning & Advice

Planning For a Sustainable Future

At BlueSphere, our core sustainable investment service combines financial planning, investment management, and sustainability into one comprehensive offering. We understand that everyone has different financial goals, whether it’s retiring early, traveling the world, setting aside funds for family, or something else entirely.

No matter what your objectives are, you can be confident that your investments are working for you and the planet. Our expert advisers will work with you to create a personalized investment plan that helps you achieve your goals, while also supporting sustainable and ethical businesses.

By choosing BlueSphere as your financial adviser, you can have peace of mind knowing that your money is not only working for you, but also contributing to a better future for all of us.

What you do makes a difference, and you have to decide what kind of difference you want to make.”

Dr Jane Goodall, Scientist & Activist

Developed Around You

As part of our core service, we offer personalised financial planning to help our clients achieve their goals. Our financial plans can help answer common questions like: How long will my money last? Can I afford to retire? What impact can my money make?

To develop a financial plan that’s right for you, we will run through various scenarios and consider your financial and emotional needs. We are happy to provide a full working demonstration of our financial planning process so you can see how it would work for you.

If you’re interested in learning more about our financial planning services, please click the button below to contact us. We’ll be happy to answer any questions you may have and provide a demonstration of our process.