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Financial Planning firm to use only ESG-verified funds
Cheshire-based Equilibrium Financial Planning – which manages £1bn for clients – has committed to invest client money only in fund groups that meet ESG criteria. Environmental, Social, and Governance (ESG) criteria include a range of environmental and social responsibility commitments. As part of the move Equilibrium has become a signatory to the UN’s Principles […]
The Dreaded 16 Letter Word!
The marketing plan in an insurance company business plan is the place to define what the brand is that your firm will try to create. A senior manager is a bit tempted to use the same squad for every project, but this may not be the most effective use of proficiencies and time of the […]