Impact Leaders - Sustainable & Impact Investment and Performance with Purpose

20: Mark Armstrong - IFAs: The Gatekeepers To Wealth, Emotional Returns And Change In The World!

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Mark Armstrong is the founder of BlueSphere Wealth and the Director of Armstrong Private Wealth Management. He is an Independent Financial Advisor (IFA) that specialises in impact investing. IFAs hold a key role in the UK to help individuals understand how they can better manage their money.

Highlights:
  • Background of Armstrong Wealth Management  and the founding of BlueSphere Wealth
  • How people can change the world through their savings and pension
  • Why the IFA community is important in transition to more impact investing
  • Mark’s clients that are driven by impact and emotional returns
  • “Your pension may be causing cancer” article
  • The challenge of assessing your own portfolios and getting to the information of actual companies invested by your pension funds 
  • Asking your employer pension fund manager about the top 10 -15 holdings they are funding
  • How must the IFA community evolve to support impact investing
  • Mark’s own learning experience and journey into impact investing
  • Where can IFAs go to learn more about impact investing
  • How a conversation with a friend, Tom McGillycuddy of Tickr, lead to the creation of BlueSphere Wealth

    • Time Stamp:
    [01:52] What does an IFA do?
    [04:50] Armstrong Private Wealth Management and BlueSphere Wealth
    [07:22] Working with others: Tribe Capital and EQ investors
    [11:00] Who are your clients? Some real life stories
    [16:00] Returns on investments from impact investing
    [20:34] How pensions may be helping to cause cancer
    [23:06] What the IFAs need to do to encourage impact investment
    [27:05] Awareness of impact investment in the IFA community
    [30:00] What inspires Mark Armstrong
    [33:50] What makes a good leader
    [33:50] Call to action! 

    Useful Links:
    Mark Armstrong’s Linkedin
    Blue Sphere Wealth
    Armstrong Private Wealth Management
    You Pension Maybe Causing Cancer
    Tickr
    Tribe Impact Capital
    EQ Investors
    Impact Leaders - Tom McGillycuddy of Tickr
    Impact Leaders - Amy Clarke of Tribe Impact Capital
    Impact Leaders - Damian Lardoux of EQ Investors
    Worthstone - Impact Investment resource for IFAs & Training
    Fund Eco Market - Client questionnaire and Julia Dreblow
    SRI Services & Partners event - Good Money Week on 9-Oct-2019


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    Impact Leaders - Sustainable & Impact Investment and Performance with PurposeBy JP Dallmann
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