GoodStock is a community focused on the future of financial planning, bringing together people who care about sustainability, long-term impact, and the continued evolution of the profession.
We’re here to make that easier.
Through our partnership with GoodStock, we provide dedicated paraplanning support tailored to advisers who specialise in ESG and sustainable investing. Our team understands the depth of research, clarity, and documentation required when clients want their money to do good - not just grow.
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As a community, GoodStock acts as a bridge between practice and policy, experience and regulation, ideas and action in sustainability.
Through collaboration and strategic partnerships, insights generated within the community move beyond discussion and influence how advice is delivered, how businesses are built and how the profession evolves.
GoodStock is a community for those who believe financial planning needs to evolve, with sustainability at its core. It is a collective of professionals who care deeply about the long-term credibility, relevance and impact of financial advice.
People who are willing to question inherited norms, challenge comfortable assumptions and actively shape a profession that reflects the real world clients live in.
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Within the GoodStock community, value is created through the diversity of voices involved. Financial planners engage alongside business leaders, policymakers, academics and people from outside the traditional financial bubble.
That breadth is intentional. Progress is driven by perspective, not uniformity, and by conversations that are prepared to engage with complexity rather than avoid it. Ultimately, GoodStock is for those playing the long game.
For professionals focused on building businesses with integrity, resilience and purpose, and on contributing to a legacy that strengthens both the profession and the lives it serves.
We act as an extension of your team, helping you deliver advice that’s technically sound, compliant, and aligned with your clients’ ESG priorities.
We adapt our process to capture ESG objectives, fund rationale, and suitability clearly and consistently.
Every report is built to evidence suitability, price and value, and foreseeable harm - ensuring advice stands up under scrutiny.
Our Chartered and Diploma-qualified paraplanners turn complex recommendations into client-friendly reports.
We work in your templates and systems, keeping reports accurate, compliant, and on schedule.
Our ESG paraplanning service supports advisers in delivering ESG-aligned advice that is practical, well-structured, and compliant.
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