George, Sean and John Fleetwood from Pennine Wealth Solutions, have just returned from the 7th Annual Social Investment Academy in London. Created and organised by Worthstone this is the foremost annual event, leading the movement into Social Impact Investing.
George was delighted to be asked to be a panel member in a discussion hosted by Cliff Prior CBE, CEO of Big Society Capital.
The Positive Pennine Portfolio Range was recognised as being a leading investment solution for those investors looking to avoid bad, do good, and make money. The Positive Pennine range make a substantial social and ESG impact.
John Fleetwood presented his methodology in analysing investment funds. do they really do what it says on the tin?
John’s 3D analysis system is being adapted by more and more industry leaders. the IFA and firm’s present, really welcomed the clarity and ‘measurement for impact’ that John’s system gives.
The Academy brings together those organisations and bodies who believe that social impact investing has the power to help create a better world. The lead speaker was Elizabeth Corley CBE. In 2014 Elizabeth was asked by HM Treasury, the Bank of England and the FCA to chair a panel of market practitioners, to contribute to the Fair and Effective Markets Review. Elizabeth also chairs an advisory group to the UK Government on growing a culture of social impact investing in the UK.
This seventh annual academy was a huge success attended by 150 delegates from the regulators, the IFA industry, investment management firms, the national press, and the financial compliance sector.
Many IFA’s, are now alive to the fact that many of their investor clients, really do care about environmental and social issues. You can do good AND make healthy returns.!