Blog

WHEB Sustainability Conference
May 18/05/2016

There was a great Castlefield turn out at the WHEB Sustainability conference this year, with representatives from both CAP and CIP making the trip to the wonderful Royal Society of Arts venue to hear the latest thoughts on impact investing.

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Chester Zoo Bee Event - Wildlife Connections
May 18/05/2016

I have been involved in the Chester Zoo Wildlife Connections programme since the start. The most recent event I attended relates to one of the species from the list closest to my heart, the Bee. I have been campaigning to protect bees for the last few years through the Friends of the Earth’s ‘Bee Cause’ campaign. When not giving ethical financial advice you might find me dressed as a bee, wearing clothes with pictures of bees or wearing bee jewellery - even my Castlefield business cards are personalised with a honeycomb.

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Social Stock Exchange Family Offices Conference
May 17/05/2016

The Social Stock Exchange is the world’s first regulated exchange dedicated to impact investing. On May 10th David Gorman, Kate Hewitt, John Ditchfield and Jeremy Burden travelled to the beautiful Dutch Hall in London to attend the first Family Offices Conference, giving family offices an opportunity to learn about investing for impact.

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Dividend Allowance from 2016/17
May 12/05/2016

From April 2016, the Tax Credit will be abolished and replaced with a £5,000 tax-free Dividend Allowance. The new Dividend Allowance means that individuals will not have to pay tax on the first £5,000 of dividend income they receive.

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Read our 2020 Voting Guidelines

As investors, we vote at company AGMs. It’s a responsibility we take seriously. Read the updated Voting Guidelines.

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Get in touch with our team

We’re available by phone and email, but most of all in person to provide expert advice and assistance.

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Climate Change in a Covid-19 World

How climate change risks sliding down the political agenda due to COVID-19 and what investors can do about it.

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