Rebecca Kowalski - Your Sustainable Investment Comfort Zone

Rebecca explains how she helps forward thinking financial planning firms to fully enter their sustainable investment comfort zone.

Maybe they simply lack in-house resource and expertise in the sustainable investment space or perhaps they are worried about recommending inappropriate investment solutions to their clients.

Rebecca tells why this area of financial planning is her main focus, the barriers that she’s faced when talking about sustainability, the real life impacts the climate crisis is having and she gives some great advice for those looking to get into sustainable finance.

We cover:

Rebecca’s career journey
What service does Overstory Finance provide?
What is sustainable investing?
How the conversation around financial planning has changed Advice for someone wanting to get into the sustainable side of the financial profession

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Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.

Are you searching for a new role within the financial planning profession? Click here for a free consultation

Download 2022 Financial planning Salary Guide

If you are an experienced financial planning candidate looking for a new job opportunity, please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK.

If you hold a level 4 qualification and looking for an entry role into financial planning please also reach out!

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