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.
.png)
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, shared values and positive change 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.
.png)
.png)
Within the GoodStock community, value is created through a diversity of voices and roles. Financial planners engage alongside business leaders, policymakers, academics and people from outside the traditional financial bubble.
The community welcomes observers, learners, thinkers, doers, collaborators and trail blazers. We aim to generate bold ideas and tackle big challenges which require many hands and a variety of talents.
Via simple solutions, slick processes and blue sky thinking, our remit encompasses multiple routes to positive impact, better business and more resilient futures.
Ultimately, GoodStock is for those who realise time is short if we want to play the long game.
We adapt our process to capture sustainability objectives and investment preferences, fund rationale, and suitability clearly and consistently. We help you deliver high quality sustainable investment advice through the three key levers of client understanding, careful investment due diligence and clear communication.
Our Sustainability paraplanning service supports advisers in delivering specialist advice that is practical, well-structured, and compliant.
Our ESG paraplanning service supports advisers in delivering ESG-aligned advice that is practical, well-structured, and compliant.
Book a call
Back office support for financial advisers, firms and networks
