In 2018, having had a successful 25-year career in the back offices of the financial advice profession, I was looking for new challenge and purpose. I was tasked with launching a sustainable investment proposition for my employer and found a whole new passion for my work.
Around the time COP26 was taking place on my doorstep, I set up my consultancy, Overstory Finance, with a view to spreading my knowledge and enthusiasm further than one firm. Simultaneously but unconnectedly, my daughter was putting mental health, career and financial security on the line for arrestable climate action.
Aware that my sacrifice will never match that of young climate activists, I use my hard-earnt standing in the finance profession to speak out and request urgency, honesty and a reset of what advisers can offer their clients and the world they live in.
I work with a number of industry partners to further this aim, providing training, education, standard setting, connection with the outside world and lots of awkward questions.
