Brittany Wheeler and Paul Hearnden, Hearnden Associates “The portfolio reporting tool generates a bespoke report for clients to show the aggregate impact of the whole portfolio in a clear and visual way. Our clients really like it, plus it saves us time and sets us apart.” Brittany Wheeler and Paul Hearnden, Hearnden Associates Independent financial […]
Murray McEwan MA CFP, Flowers McEwan “Nothing else matches the level of analysis and reporting of Worthstone’s Impact Portal. We’re able to demonstrate clearly to clients the positive impact their money makes.” Murray McEwan MA CFP, Director, Flowers McEwan Independent financial planners Flowers McEwan have been subscribing to Worthstone since 2014. Joint Owner Murray McEwan […]
Nanette Strover, Hubert Child “The information provided is clear, detailed and visually appealing; our clients are always highly impressed with the Worthstone impact reports we provide them.” Nanette Strover, Director, Hubert Child Ltd Based in Hampshire, independent financial advising firm Hubert Child Ltd has subscribed to Worthstone since 2015. Director Nanette Strover explains how the […]
Martin Bamford, Informed Choice “Clients now feel like they have a voice with their investments; it’s very empowering for them and hugely satisfying fo us.” Martin Bamford, Director of Client Education, Informed Choice Financial planning firm Informed Choice, based in Surrey, has been subscribing to Worthstone’s impact portal since early 2021. Director of Client Education […]
Impact Investment Academy 2021 – The full agenda […]
Full speaker list. Find out more about the speakers and panellists at this year’s Impact Investment Academy.