Gavin began his career at HMRC before moving into the financial services sector. Following a career with a wide range of institutions, he has conducted business with private wealth advisers across various financial centres in Europe and became increasingly interested in the possibilities of mobilising wealth in investments that deliberately target positive social outcomes.
Gavin founded and launched Worthstone with the express purpose of helping bring the social impact investment market to maturity amongst financial planners and wealth managers. He has co-authored ground-breaking reports in this area which have contributed to the process of policy reform to help develop the social investment sector in the UK and helped export the UK's expertise globally via the Government's Britain is GREAT campaign.
Gavin founded and launched Worthstone with the express purpose of helping bring the social impact investment market to maturity amongst financial planners and wealth managers. He has co-authored ground-breaking reports in this area which have contributed to the process of policy reform to help develop the social investment sector in the UK and helped export the UK's expertise globally via the Government's Britain is GREAT campaign.
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Impact is generated in every investment decision, either positive or negative. We have a belief that the financial services industry can better serve all stakeholders in society as well as being culturally and commercially successful. Investing in society is something that financially successful people understand as fundamental to the long term sustainability of a successful economy.
Worthstone teamed up with Cabinet Office, as part of the Britain is GREAT campaign, to produce this comprehensive guide to demystify social impact investment, a document designed to lead you and your client through the fast-changing landscape of social impact investment whilst explaining the theory behind it and its practical implications.
Our research amongst over 250 financial advisers, reveals three main adviser profiles, each with their own reasons to introduce social impact investment advice to clients. Which profile are you? What is your firm's profile? Can you recognise your colleagues profiles?
Thought leaders amongst their profession who continually challenge themselves to offer the best advice solutions in the interests of their clients and all their stakeholders (including society) over the short and longer term.Focused on the enablers of further growth of client relationships which can be served through wealth deployment.
Thought leaders amongst their profession who continually challenge themselves to offer the best advice solutions in the interests of their clients and all their stakeholders (including society) over the short and longer term.Focused on the enablers of further growth of client relationships which can be served through wealth deployment.
We provide 100% independent and impartial expert analysis with this service being funded by the community of subscribing advisers. We do not charge investment providers a fee for listing information on the site. Therefore the information is free from even the suggestion of provider influence.
An independent, best in class investment committee oversees our process and independent product reviews, which aggregate vast and specialist experience across fund management, legal, tax and venture capital, owning and managing financial adviser/planning firms, delivering client advice and regulation.Due diligence is becoming the big term in the financial planning world.
An independent, best in class investment committee oversees our process and independent product reviews, which aggregate vast and specialist experience across fund management, legal, tax and venture capital, owning and managing financial adviser/planning firms, delivering client advice and regulation.Due diligence is becoming the big term in the financial planning world.
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