Make an impact
with your money
Mindful Wealth® is different, and by working with us, you’ll make a difference.
Are you putting your money where your heart is? There is currently almost £3 trillion invested into UK Pensions. Much of it helps fund harmful industries including fossil fuels, tobacco, gambling and weapons.
Together, we can change that. Mindful Wealth exists to help you manage your finances ethically. We are independent, meaning we are not restricted by a certain investment range and can consider all options to find the best solution for you.
Our guidance, education and personalised services give confidence and clarity to everyone organising their money
The Process
Our client journey provides advice, clarity and support helping you throughout your financial journey
1) Discovery call
A friendly chat to identify your initial goals and how we could help you on your journey
2) Discovery meeting
You will take a deep dive into your current financial situation, future goals and sustainability preferences
3) Recommendation
After extensive research, you will be presented the most suitable recommendation and your plan will be put in place
4) Ongoing support
You will be welcomed to the Mindful Wealth community and kept up to date.
There are lots of support options available
The Solutions
We will find a pension solution that aligns with your values and matches perfectly with your risk profile and goals. We can also calculate exactly how much you need to save for your retirement with our unique cashflow tools.
We offer a full range of ethical solutions from ESG to impact investing. It’s time to demand a pension to be proud of!
From ISAs to bonds, we will tailor the perfect investment strategy to match your risk profile and goals. We can also calculate exactly how much you need to save for your retirement with our unique cashflow tools.
We also offer ethical investments, which help to screen out the industries that do not align with your values. Investments should be considered a medium to long term commitment, so it is important you understand this.
For existing investments over certain value (typically this starts at £200,000), we can help to create a truly bespoke solution for you. This can include specific companies to invest in which match your (hopefully ethical and sustainable!) values and goals perfectly.
We can also focus your investments to a specific geographical area or industry.
Having the right protection in place is vital. Have you considered how you would cope financially if you were unable to work due to illness or injury? How would your business continue? How would your family cope if you were to die?
We arrange comprehensive protection solutions for you ensuring you protect what matters most. Most protection is able to be written in trust, which ensures you can leave a legacy to your family in the most tax efficient way possible.
What Our Clients Say About Us
“We recently worked with Jai to help us make some sense of the big financial decisions. Throughout the process it was really reassuring to have Jai advising us on our decisions, knowing that his recommendations are guided by a commitment to ethical finance and not just profit. I’d highly recommend Jai’s services to anyone looking for solid financial advice with a good ethical foundation.”
It’s important to me to know that my money is invested ethically, and I’ve been very happy with the great work done by Mindful Wealth. Jai is well-informed, diligent and approachable, and has greatly helped to demystify the financial processes involved. I will be delighted to continue using his services.
I am really impressed by Jai. He is genuinely interested in my ethical concerns, and he walks the walk himself. Two other advisers had looked at my portfolio prior to me engaging Jai but were not really listening, they were just trying to make their preferred provider deals fit me, not look for a solution that met my needs. Jai listened to my concerns, identified the best match for my needs, discussed at length the fee structure, the make up of the portfolio and how we could make it as green as possible. I am really pleased with the solution and the level of professionalism of service I have received. I have been in the financial services industry for 25 years (not in pensions) and have met a lot of advisers. Jai is one of the best I have come across.