Greening investments is a top priority for the EU, which requires financial advisers to consider the environmental objectives of their clients and beneficiaries. However, energy efficiency (EE) and sustainable energy (SE) investments face a finance gap. The EU-funded LEVEL EEI project will make these EE and SE products more competitive. It will conduct behavioural science field experiments to assess end users’ demands for environmental products. It will also review the compliance of green marketing claims associated with financial products. The findings will provide fresh insight into current regulatory schemes, support the spread of the solutions throughout Europe and deliver a database for environmental financial products.