As I see it – life ain’t always fair. You can work hard, have good intentions and the like, but sometimes that doesn’t cut it. I feel immensely fortunate and privileged to have the life I have and I know my clients all feel the same, whatever their story and whatever their struggle. I also […]
Every investment decision has an impact Impact investment products sit on a wealth continuum The sizeable universe of funds allows for constructing a diversified investment portfolio with a positive impact focus. There is an impact dimension to every investment decision we (or our clients) make but traditionally we haven’t been able to quantify or understand […]
11 May 2017 FT Adviser press release here. Professional Adviser press release here. Worthstone, the impact investment hub for financial advisers, has launched the UK’s first social investment training manual and competency mark for financial advisers. The Adviser Competency Training (ACT) offers advisers the opportunity to learn about all key elements of social investment that […]
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 […]
The Adviser Competency Training for social investment textbook has been authored by experts in their respective fields. Read more about them below: Richard Child BA CFP™ Director, Paradigm Norton Richard is a certified Financial Planner and Director at Paradigm Norton Financial Planning. He chairs the Paradigm Norton Trust and is on the boards of two […]
See below for an inspiring video from Resonance outlining the investment and impact of the Bristol SITR Fund. Subscribers can access the full review of this fund via the Social Investment Portal.