Annette Hender, Taylor Made Financial Planning
“We’d been interested in impact investing for a very long time, but benchmarking non-financial performance is really difficult. In our quest for a business that could help us measure the impact of an investment, Worthstone stood out.”
Annette Hender, Partner & Chartered Financial Planner, Taylor Made Financial Planning
Taylor Made Financial Planning, based in South East England, has been subscribing to Worthstone since 2019. Joint Owner and Partner Annette Hender explains how the service helps her firm, which covers Hampshire, Surrey and West Sussex, quantify an investment’s impact and establish its true credentials.
We’d been interested in impact investing for a very long time, but benchmarking, particularly of non-financial performance, is really difficult. In our quest to find a business that could help us measure the impact of an investment, Worthstone stood out.
The service is adviser focused and built to help us overcome the challenges we face. Greenwashing around ESG can be a real issue; we have confidence in Worthstone’s ability to objectively research and present data that we can rely on.
Worthstone lets us see beyond the bluster of a portfolio and properly examine the funds within. It’s a fantastic screening tool that helps us form a judgement whether a portfolio is as ethical as it claims. The information is provided in plain language, making it much more accessible for our clients. It helps them start to understand what impact is, and what it’s not.
We’ve found that Worthstone occupies a unique space in the market. As well as what it offers in terms of independent measuring and reporting, it’s a thought leader on impact investing. Working with their team has helped inform us, build our knowledge and given us confidence to develop our Responsible Investment proposition. We feel like we’re working with an expert that’s not only passionate about impact investing but committed to making it accessible for everyone. Our values align and we’re proud to be associated with them.