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Monthly Archives: November 2014

Social Impact Investing – Ethical Investing

Ethical Investing, Financial Planning, Investments, Legacy Planning, Social Impact Investing

I travelled to London this week to take part in the launch of Worthstone – an organisation established to promote investing for social impact. The event took place in the House of St. Barnabas. The House of St. Barnabas is fascinating and operates a not-for-profit private member’s club in Soho which funds the Employment Academy […]

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Book a free Financial Planning Surgery during FPW 2014

Financial Planning, News

We are delighted to be involved in this year’s Financial Planning Week, an initiative from the Institute of Financial Planning. The goal is for consumers to improve their financial well-being by booking into a free Financial Planning surgery. As an Accredited Financial Planning Firm (one of three in Northern Ireland) we are happy to offer […]

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