Below we share a testimony from one of our ACT graduates – Peachy Dunne from Aqua IFA Ltd. Peachy is a newly qualified IFA. She agreed to share her feedback on the Adviser Competency Training (ACT) for social investment manual, her experiences of finding out about social impact investing (SII), the shifting client views she’s […]
The idea behind the “Together” model is simple: they create full-time jobs for ex-offenders by building new homes. On one hand, the ex-offenders earn a living wage, receive support and mentoring and develop new skills in areas such as painting and decorating, carpentry and plastering. At the other end, new properties are built, or empty […]
We got in touch with Michael Smith from Chamberlyns to ask him about his experience on advising clients on SITR. Hear what he had to say: – For a look at SITR’s 2 year track record, read our blog – click here.
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 […]