Our Investing Ethically team continues to grow! Donna Nelson, who joined us back in February, is making excellent progress on her journey to becoming a financial planner. Donna is now shadowing Andy, Lisa and Phil – and so clients might well meet her in any upcoming reviews. This month we’ve also been joined by Tristam Hardman [who yes, is Lisa’s husband!]. Tristam brings a background in project management and technology and – amongst other things – will be supporting our launch of an online client portal in 2020.
Recently, we’ve also said goodbye and farewell to Debbie, who has moved on to pastures new. Debbie was our first recruit, back in 2013, and has been a force for good in developing our business since that time. We wish her all the best in her new role. As we look ahead to 2020, we will be actively looking to recruit additional team members to support our continuing success and to ensure we can give advice and support to every potential new client in their pursuit of ethical and sustainable investing.