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Paradigm Norton (PN) and the Aspire Gloucestershire Bond – an end to end story of social investment advice in action with Lee Dunn. The opportunity Motivated by a social investment focused on an area close to their office in Bristol, and the fact that the product was applying for Social Investment Tax Relief, PN decided […]
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.
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.
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.