As a UK financial adviser, do any of these challenges sound familiar to you?
Do you want to elevate your client service by ensuring every investor truly understands the risks involved?
Are you keen to show clients you genuinely care about their grasp of available investment options?
Do you need to meet suitability and Consumer Duty requirements when discussing sustainable investing?
Would you value clear evidence that every client has received the same impartial ESG guidance?
Are you looking to save time in your advice process by using ready-made educational materials?
Do you sometimes lack the confidence or specialist knowledge to explain sustainability risks and strategies?
How we can help
- 40+
Combined years of Experience
- 10+
Videos available
- 1
Centralised delivery portal
What is Present Change?
Present Change is a concise, client-friendly video library that helps financial planners explain the essentials of sustainable finance.
Each lesson is short, ad-free and plain English, with captions and downloadable transcripts—so clients actually watch, understand and remember.
Who is this service for?
We work exclusively with FCA-regulated financial planning firms in the UK.
Our content is not sold direct to investors and does not replace regulated advice. Our videos & resources sit alongside your planning process.
Having worked inside advice firms, we know the time pressure and the compliance stakes - this is clear, unbiased education that you can rely on.
Why does our content work?
Your firm subscribes and invites clients to our private library. Each client receives a secure login and can watch on any device, whenever it suits them.
If you wish, you can include a simple knowledge check to evidence understanding.
The language used is transparent and jargon-free, giving clients the confidence to engage with sustainable investing.
Ready to provide Present Change to your clients?
Choose a plan that fits your firm and start sharing clear, impartial education with every client you serve.
Save with annual billing. Unburdened Ltd provides education & consultancy services based on decades of experience in the finance sector – we do not provide specific investment advice within our content.
Who are we?
Motivated by a passion for clear communication and sustainable investment done well, two sustainable finance specialists have joined forces to create the Understanding Sustainability video suites.
Rebecca Kowalski and Alan Whittle of Unburdened Solutions have designed and built Present Change to provide impartial, unbiased, engaging and relevant information about sustainable finance for financial advisers to share with their clients.
Visible client care
Promote client understanding of investment risks & options - demonstrate the role you play.
Achieve Consumer Duty
Give every client the same clear message on sustainable finance to improve suitability.
Focus on your strengths
Save time & confidently educate clients on sustainable investments, even if it isn’t your specialist area.
How we deliver positive impact
Features of Present Change video library
Understand how we built Present Change to turn good intentions into confident decisions
Get these benefits todayContent
In the time it takes to drink a coffee (around 30 minutes), we give your clients clear, relevant explanations of the basics of sustainable finance and investing.
We’re currently fine-tuning the videos. If you’d like to preview a sample, please get in touch.
Clarity
Our videos are easy to understand. Each topic runs for about three minutes, so clients can dip in and out as needed. They’re ad-free, so there are no pop-ups or distractions.
Clients keep access for as long as you choose, so they can revisit content throughout the advice process.
Consistency
Using this service ensures every client receives the same clear, unbiased information about sustainable investing from a reputable source.
Independent
Our services are developed & funded independently.
We’re not influenced by any investment manager or investment style.
Availability
The Present Change video library will be available later in 2025.
We’re currently finalising the videos. If you’d like to see a sample, please get in touch.
Ongoing updates & developments
Once the Present Change video library goes live, we’ll offer further training and development services as an optional add-on.
Select billing frequency:
Video Access
£30month per adviserAdditional £100 setup fee for new firms
Advisers in Your Firm Monthly Cost 1 £30 5 £150 10 £300 50+ Enterprise Plan Note: Each firm receives a single client login, granting view-only access to the complete video library.
£25month per adviserSpecial Offer
£100 setup fee waived for the first 20 firms that purchase yearly access
Advisers in Your Firm Monthly Cost 1 £25 5 £125 10 £250 50+ Enterprise Plan Note: Each firm receives a single client login, granting view-only access to the complete video library.
Simple Payments
Pay by monthly standing order or GoCardless
Consistent Client Engagement
Ensure your clients always receive the same up-to-date content
Fair Usage Policy
We’ll adjust your subscription if your adviser count changes
Client Feedback
Viewers submit simple form after viewing to demonstrate their understanding – we pass those insights directly to you
Full Library Access
Full access to Present Change’s current ethical & sustainable investment content
Dedicated Support & Admin Tools
Responsive support team & intuitive tools to bulk-send access links
Custom Videos
£POATypically from £1,000 per video, our team produces professional, bespoke content on your chosen topic(s) - handling scriptwriting, in-house production, and clear feedback.
We can also integrate your existing videos into the Present Change platform for a minimal additional cost. All videos are hosted on our platform alongside the existing library for seamless, on-demand client access.
Note: Present Change retains ownership of all produced content; videos are available exclusively for streaming via our platform.
Show Your Commitment
Demonstrates your commitment to sustainable financial planning
Topic Briefing
Submit your topic and key messages for a tailored script written by financial advisers
Client Understanding
Improves your clients' understanding on the specific topic of your choice
In-House Production
Filmed and edited by our expert team - you are not required to submit content
Build Connection
Develop a strong connection between your services and the information provided
Enterprise Plan
£POAOur Enterprise Plan delivers a fully bespoke, white-labelled platform with custom graphics and unlimited user access. Tailored for large firms and networks, pricing is quoted based on your exact requirements.
Note: You’ll receive offline copies of all custom material; videos are also hosted securely on our platform for streaming.
Tailored for Market Leaders
This is our ultimate package for top-tier firms - empowering you to set the industry standard and showcase your leadership in sustainable financial advice
Unlimited Access
Supports unlimited users across your entire organisation.
Flat-Rate Pricing
One fixed monthly fee covers every adviser in your firm, regardless of team size
Custom Video Production
Includes bespoke videos tailored to your specified topics and brand
White-Labelling
A fully branded front end and custom graphics to match your identity
Offline Copies
Downloadable versions of all custom videos for internal and offline use