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Click on the report to download it. This report is designed to document Worthstone’s impact during 2014 (calendar year) on its key stakeholders. Our vision is to see social impact investment established as an integral part of the financial planning process for individual investors in the UK.
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.