BlueSphere is an ethical financial adviser that specializes in Ethical Pensions and Ethical Investing. They are a Certified B Corp and are dedicated to both individual prosperity and planetary well-being. BlueSphere matches their clients’ values to the…
BlueSphere provides financial advice and pension planning with a focus on ethical investing. The firm works with individuals and small business owners who want their investments to reflect their values alongside generating returns. Accountants, legal advisers, and mortgage brokers form their natural referral network. Accountants help clients with tax optimization around their ethical portfolios. Legal advisers support estate planning that aligns with clients' principles. Mortgage brokers connect when clients purchase property that matches their ethical criteria. A referral to BlueSphere makes sense when an accountant or legal adviser discovers a client prioritizes values-based investing, or when someone planning a significant financial decision wants their money working in line with their principles.