Gavin Francis – Founder and Director
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 was one of the authors of the report commissioned by Big Society Capital and the City of London Corporation and published in 2013: “The role of Tax Incentives in Encouraging Social Investment”. The proposals in this report were taken up by Government and became what is now Social Investment Tax Relief (SITR); Gavin also sat on HM Treasury’s working group during the consultation on the shape and design of the draft legislation on SITR.
Megan Lawrence – Operations and Communications Manager
Megan joined Worthstone at the start of 2016 from a background in psychological research and healthcare sector experience spanning six years. She joined due to the core belief of social investment to do real and tangible good. This concept sits comfortably within her general ethos and she recognises the exciting opportunity social investment provides for achieving genuine social benefits for those most vulnerable within society; groups she has worked closely with in the past. Due to the growing nature of Worthstone, she is able to bring a wide variety of organisational and operational skills in the areas of project management, communications and administrative duties and takes on the myriad of responsibilities that come with continual business development.
The Worthstone Investment Committee (WIC)
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.
Non-Executive Director at Worthstone
Ian initially joined HM Government Economic Service as an economist before joining Hambros Bank in 1994 working in the public sector debt origination team before becoming heavily involved in the PFI sector. Ian left Hambros with two colleagues to set up the Project Finance & Infrastructure team at Abbey National Treasury Services where he became responsible for the Debt & Capital Markets activities in the Infrastructure sector.
Ian was one of the founding members of the Secondary Market Infrastructure Fund (SMIF) which subsequently became the largest holder of secondary investments in the UK Government’s PFI programme. Following the sale of SMIF, Ian was appointed as Head of Treasury & Corporate Finance for Land Securities Trillium where he set up the treasury function and was responsible for debt raising across the company.
Since 2012, Ian has become involved in opportunities in the retail financial services industry following the implementation of the Retail Distribution Review. This has led to Ian becoming a founding partner and director of the Inspire Financial Partners and Raglan Financial Services group which has 5 branches across the country and £200 million of funds under management.
Founder at 3D Investing
3D Investing is a distinctive way of investing that seeks to do good, avoid harm and make money. 3D Investing is a trading style of Ethical Money Ltd., which was founded by John in 2014, following many years of experience in ethical investment dating back to 1991. John was one of the first advisers to focus on ethical investment and was also at the forefront of developing personalised portfolio services for ethical investors. He is the author of several guides to sustainable investing.
Declan McAndrew, CFA
Head of Investment Research and Audit at Foster Denovo
[Bio coming shortly]
Head of Impact at Project Snowball LLP
As Head of Impact, Abigail is responsible for Project Snowball’s approach to managing impact. Previously, Abi led the impact investment work at NPC, a charity think-tank and consultancy. She has over 15 years’ experience as an investment analyst and fund manager, is a CFA charterholder, holds an MSc in Charity Accounting and Financial Management from Cass Business School and the ICAEW Diploma in Charity Accounting. She was a Director of Threadneedle Investment Management and has also worked as an independent consultant for an actuary.