In an effort to equip financial advisers to offer impact investment as an advice option, here are 4 tools Worthstone are already working on in this tax year.
##4 tools for financial planners in the new tax year.##
Are you a socially driven financial adviser? Here are some reasons you should be offering social investment to your clients. Your financial services expertise can be used to deliver social good Offering advice aimed at delivering a defined and measurable positive impact on society Aligning the values of all stakeholders; the client, the adviser, the […]
Are you a client drive financial adviser? Here are a few reasons you should be offering social investment as an option for your clients.
Are you a revenue driven financial adviser? Here are a few reasons you should be offering social investment as an option for your clients.
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Live Impact Event
Designed to generate momentum for social impact investment amongst financial planners, the event included a performance from Only Connect (a London-based charity) and a panel interview with three Worthstone Founder Partners discussing impact investment from the financial adviser’s perspective.
Agenda: 09:15 – Registration and Coffee 09:30 – Welcome, Mark Boleat, Policy Chairman of the City of London Corporation 09:40 – What is Social Investment, how does it work, why are we talking to financial advisers, planners and wealth managers? Gavin Francis, founder of Worthstone 10:00 – 10:15 The FSA’s view on the advice process […]