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Aligned Investing

Helping you align investments with a sustainable future

I believe responsible and sustainable investing should be accessible to everyone — not just specialists.

My aim is to understand what holds people back and to help them take positive steps that are within their reach, without losing sight of long term financial objectives.

How I can help

Individual Investors

Aligning your investments with a future you want to retire into

Review how your money is invested today and suggest steps towards building a future-focused portfolio

Financial Advisors

Building ESG expertise, especially for the next generation of clients

Review your current approach to responsible and sustainable investing and provide practical steps to strengthen your client proposition

Family Offices

Stengthening your sustainable investment strategy

Review your current approach to sustainable investment, highlight unintended biases and actions to take

Charity Foundations

Aligning your investments with your mission

Review your investment policy, portfolio and monitoring process with an understanding of the multiple pressures faced

About me

I have over 20 years’ investment experience, having worked at Schroders Investment Management and Quilter Cheviot. I specialise in fund analysis, portfolio construction, and considering how environmental and social considerations are integrated into investment decision-making.

As an investment director at Quilter Cheviot, I led the funds-based Positive Change strategy, combining sustainability and impact focused funds alongside those with leading stewardship credentials. I also engaged directly with asset managers on their net zero commitments and responsible investment approaches. I am a CFA Charterholder and hold the CFA ESG certificate.

Find out more

If you would like to find out more or schedule an introductory call, please email me at

melissa@aligned-investing.com