Why ESG Accord?

Founded in 2020, Elly and Lee launched ESG Accord to support the large number of advice firms and compliance consultants who don’t have the in-house expertise to meet the demands of the new Sustainable Finance rules. 

Our focus is on delivering compliance-friendly services to help advice firms and their compliance consultants adapt to the new rules, make sensible decisions for their business and keep up to date with the inevitable changing marketplace in the area of sustainable finance. 

Our service stops at the point of delivering advice to clients.  We’ll help advisers select an appropriate research provider for their firm (if required), but we’ll let them do what they are good rather than try to reinvent the wheel.  We work with you to build a compliant, functional and client friendly service.  When you’ve got that in place, we’ll leave it to you, with the help of your research providers, to deliver the best advice to clients.

Who are ESG Accord?

Elly Dowding – Director of ESG Accord

Elly holds the CFA UK Certificate in ESG in Investing, is a Pension Transfer Specialist and has specialised in Investment Planning and Tax & Trust Planning.

She has a long career in financial services including Wealth Development Manager in the City with Legal & General, as well as a number of independent compliance roles including pre & post sale DB File Reviews, DB Report writing and research, technical investigation / S.166, standard file reviews. 

Away from ESG Accord, Elly is a keen runner, practices yoga and meditation and loves exploring remote beaches with her two children. 

Lee Coates OBE – Strategic Development Consultant for ESG Accord

In 1989 Lee co-founded Ethical Investors, a financial planning business dedicated to advice on ethical, responsible sustainable and ESG investment.  After nearly 32 years running the IFA business, with the latter years as Head of Compliance, Lee retired from Ethical Investors in 2021. Whilst advising, Lee was an Associate of the Chartered Insurance Institute and for a number of years was Certificated to ISO22222.

In 1998 Lee co-founded Ethical Screening, a client-centred ethical, sustainable and ESG research company providing services to Fund Managers, DFMS and charities.  Ethical Screening provides one of the most comprehensive on-line Ethical/Responsible/ESG Fund Databases for financial advisers and DFMS.

In 2011 Lee was awarded an OBE for ‘services to ethical business and finance’

Away from ESG Accord, Lee is a keen gardener, photographer, drummer and home studio recording enthusiast.

Members of the Association of Professional Compliance Consultants

Members of the UK Sustainable Investment and Finance Association

error: Content is protected !!