Come and join us as we discuss with leading experts, how to meet the needs of a purpose driven client, who is keen to look at a more sustainable portfolio...
This training course specially designed for professional advisors will allow you to further develop your skills and competencies, focusing on how you can deliver this new and important client service...
Bridging the gap between the fundraising and professional advisory communities can add significant additional value to your fundraising efforts. Our highly interactive training session is designed to give you the...
The trend towards ESG/impact investment is placing suitability issues at the heart of professional advisor/client conversations as seen with the recent FCA Consumer Duty regulations. This means moving beyond current...
