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For a Better, Brighter Future
The investments you make shouldn’t just reflect your ambitions for wealth, but your vision for the future you want your loved ones to inherit as well. At Chartered Capital, we make it our mission to help you build a portfolio that aligns with this.
Since August 2022, EU regulations require any person seeking advice on investments to reveal their preferences regarding sustainability. The aim is to enhance awareness of the availability of financial products with sustainability characteristics, and to ensure these considerations are included in the assessment process.
The rules are tied to the EU Sustainable Finance Agenda, designed to help channel more investment into sustainable assets and create a greener EU economy. With us, you’ll get the help you need to follow these guidelines and enjoy greater success at the same time.
Types of Sustainable Investments
Environmentally Sustainable
The EU Taxonomy is a green classification system that translates the EU’s climate and environmental objectives into criteria for specific economic activities for investment purposes.
It recognises green, or “environmentally sustainable”, economic activities that make a substantial contribution to at least one of the EU’s six climate and environmental objectives.
We’ll keep these six objectives front of mind when creating your portfolio.
Sustainable Investments
The Sustainable Finance Disclosure Regulations (SFDR) define “sustainable investments” as economic activities that contribute to either an environmental or social objective, while also employing good governance practices.
There are three classifications of investments under SFDR:
- Article 9 investments, that specifically have sustainable investments as their objective
- Article 8 investments, that promote environmental or social characteristics
- Article 6 investments, which aren’t promoted as having ESG factors or objectives.
Our aim is to help you identify the right mix of investments for your portfolio while keeping these considerations front of mind.
Principal Adverse Impact (PAI)
Sustainable investing isn’t just about doing good, but also avoiding doing harm.
Investments that highlight the PAI, or Principal Adverse Impact, aim to show what the negative effect of making such an investment may be on:
- The environment
- Social matters
- Employee matters
- Human rights, anti-corruption, and anti-bribery matters.
As financial planners, it’s our job to make you aware of this, so you can feel better informed before investing your hard-earned wealth.
In Their Own Words
Our Clients Speak
Glowing Feedback
What Clients Say
Not only did Diarmuid help me put together an easily understood investment / retirement plan, but equally importantly for me, he chased up all the loose ends to make sure the plans were executed in a timely manner - not my strong point!
Dr Heather Holloway, Consultant Gastroenterologist
I have known Diarmuid for many years and consider him to be extremely professional and completely trustworthy in all matters financial. He has always provided me with excellent service and advice and has helped me greatly to plan for my retirement. I look forward to working with Diarmuid and his team for many years to come!
Dermot Graham, Former AIB Head of Business Banking, Limerick, Clare & Tipperary
Chartered Capital has helped me to plan for my future, and has given me the confidence to go ahead and enjoy the rest of my life. They are very professional, attentive, and patient. They have always been there for both me, and my business, when I needed them most!
Liam Butler, Retired Business Owner
Chartered Capital provide me with high quality financial advice. Diarmuid’s experience as a Chartered Accountant is a great addition to the financial planning service that he and his team provides. I would happily recommend Chartered Capital to everyone who needs financial planning help.
Sean Stafford
The professional services provided by Chartered Capital are second to none. I have been very impressed with the quality of service that they provide and the advice they give. I would highly recommend them to anyone looking for a financial adviser in Ireland.
Killian Coleman
I was originally referred to Diarmuid by a colleague. Over the years he has given me some great insights and advice in terms of my investment options, planning my imminent return to Ireland, and my future retirement strategy. With his professionalism, knowledge, and experience, I’d have no problem recommending him to a friend or family member.
Colm Coyle
