We are extremely excited to announce that the Social Investment Academy is now CPD accredited by the PFS! Be sure to take advantage of this great CPD opportunity and book tickets today. PFS CPD event accredited – Demonstrates the quality of an event and that it meets PFS member CPD scheme requirements.
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 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.
Designed to generate momentum for social impact investment amongst financial planners, the event included a performance from Only Connect (a London-based charity) and a panel interview with three Worthstone Founder Partners discussing impact investment from the financial adviser’s perspective.