We believe there are significant opportunities to provide advice to clients in a fast growing social impact investment (SII) market. Increased relational capital built by creating shared value will be the most significant generator of growth amongst wealth advice businesses. Why should you get involved in social impact investment? Differentiation A skilled adviser must show […]
Social Investment Tax Relief (SITR) has the potential to become a game changer for the thought leading financial planner looking to grow their High Net Worth client base and develop referrals from professional connections. HMRC statistics tell us that the number of higher rate taxpayers in the UK has doubled in the past ten years […]
Are you a client drive financial adviser? Here are a few reasons you should be offering social investment as an option for your clients.