Description
I provide one-to-one discovery workshops to individuals with excess resources and interested in utilising these resources philanthropically and/or through socially-driven/sustainable investments. There are four steps: why, what, who, how. I collate our discussion points, identify themes that emerged and send a personalised blueprint which covers those topics and includes ideas and suggestions about my connections that may be of value to them, and organisations to reach, to help them move forward.
I provide workshops to advisers who may (or may not) have recognised that there is a shift in mindset of their existing and emerging clients. I provide material and statistics which help advisers understand this and present ideas about how they can raise this topic with their clients, and either provide the information the clients they need, or where they would need to signpost their clients to other resources. Approach
My approach to sustainable finance is presenting to clients information they may not know about and give them the confidence to explore it under their own terms and own pace. Many clients I speak to have no idea what sustainable finance is so part of my workshops is gently educating them about how they can use their resources to make positive change.