Two of the leading accredited firms, the Red House (TRH), led by Ruth Sturkey, and Navigator Financial Planning Ltd., led by David Crozier, have signed up as Founder Partners of Worthstone, the specialist social investment service and knowledge centre. Their new partnership heralds a commitment to sustainable and impact-led investing as they prepare for the […]
We got in touch with Michael Smith from Chamberlyns to ask him about his experience on advising clients on SITR. Hear what he had to say: – For a look at SITR’s 2 year track record, read our blog – click here.
Market Update: 3 ways that Worthstone is having an impact in the social investment sector 1. PRESS RELEASE: London and Belfast planners back sustainable investment hub 2. VIDEO: Hear one of our Founder Partners – Chris Holmes (Almus Wealth) – talk about social impact investing 3. READ: How SITR and SIBs are opening up opportunities for IFAs to make a […]
Please click here to download the report as a pdf. This report is designed to document Worthstone’s impact following the March 2016 Social Investment Academy. Our vision is to see social impact investment established as an integral part of the financial planning process for individual investors in the UK and this event is the largest gathering […]
What are some of the key figures in the social investment market saying about the unexpected result of the EU referendum? “the EU Referendum did demonstrate that big questions, built up over many decades, are present in our country….The divides that the referendum has revealed make a strong civil society even more important. We all […]
The key to understanding the difference between Socially Responsible Investment / Sustainable and Responsible Investment (SRI) and Social Investment (SI) is first to establish our meaning and understanding of the terms because it is a murky world of overlapping phrases and terminology . Figure 1. Common examples of the crossover of terminology Due to this […]