Success stories

We are fortunate to have had some fantastic feedback from our Social Investment Academies to date. Read the social impact report and the testimonies below to hear the experiences of previous delegates.

An excellent forum to help me understand social impact investing. Another way of separating myself from mainstream advisers. VICTOR SACKS / VS ASSOCIATES – 2017 Social Investment Academy

A good annual event to attend to catch up [with] what is happening within the Social Investment arena with practical applications to take back for client work . MARK CROFTS / KING’S COURT FINANCIAL PLANNING – 2017 Social Investment Academy

I really loved the day. I took away so many statistics, facts and ideas. Definitely money well spent. Thank you.  DARREN THOMAS / THOMAS AND THOMAS FINANCIAL SERVICES – 2017 Social Investment Academy

Worthstone continue to deliver above expectations at these inspiring events. They provide the confidence to have more interesting conversations with clients and align their values with their investment policy. SIMON BROWN / BpH WEALTH MANAGEMENT – 2017 Social Investment Academy

Thank you to the Worthstone team for organising another great Social Investment Academy. I would not have the knowledge or confidence to arrange an investment in this area if it wasn’t for these events. PAUL DAWSON / HELM GODFREY – 2016 Social Investment Academy

It was an extremely useful day, a chance to hear diverse views from regulators, thought leaders and social investment providers and projects, and to make contacts and swap best practice with other professionals with an interest in this area. The content was all valuable and I came away feeling far more confident in my ability to articulate and advise on social investment in the future. GREG MOSS / BOND DICKINSON WEALTH – 2016 Social Investment Academy

My second event and it has got even better. If you have an interest in this sector this is the ‘must go to’ event. STEPHEN JONES / CLEAR SOLUTIONS WEALTH & TAX MANAGEMENT – 2016 Social Investment Academy

You can download a PDF version of the Social Investment Academy November 2016 Impact Report.