Virtual Afternoon Tea Replay – Jan-Carl Plagge

Dominic and Marcus had the pleasure of meeting Jan-Carl Plagge a few months back at an investment conference and thought that he would make a wonderful speaker for our ongoing Virtual Afternoon Tea webinar series.

In this hour-long session Jan-Carl shares some of his incredible knowledge on the topic of environmental, social and governance investing, explaining the variety of ways that it can be integrated into an investment strategy.

Jan-Carl finished the session by bringing us up to speed on the way that Vanguard think about their increasingly prominent role on the boards of companies that they own shares in and how they use this to influence positive change.

We hope you enjoy this interesting and educational webinar.

Next movie in series

Jonathan

About the Author

Jon is a highly qualified and experienced Chartered Financial Planner and Certified Financial Planner with over 27 years’ experience. He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest. Read more from Jonathan...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
Thank you for our meeting which again was very helpful. Meeting with you is always such a pleasure and inspiring. H was thoroughly pleased with everything, secured and encouraged. And she said that you were indeed all that we had said! D.T.H. (Stratford-upon-Avon)

Expert Opinion…

Virtual Afternoon Tea Replay – Robin Powell: The Myth of Star Fund Managers

Dominic, November 18th, 2020

There are few bigger priorities for people today than investing for the future. A combination of the rising cost of health and education, soaring house prices, longer life expectancy and the increasing strain on welfare budgets means it’s vital that everyone does what they can to remain financially independent for the rest […]

Read More
Virtual Afternoon Tea Replay – Living Life to the Full with Louis Vollebregt

Jonathan, November 18th, 2020

A session with Louis Vollebregt to explore how we can get more out of life and live life to the fullest. Louis Vollebregt studied psychology with the University of Groningen and made a career in financial services. He has several decades experience in various management and sales positions with Equity & Law/AXA […]

Read More
How to stay productive when working from home this Christmas

Dominic, November 16th, 2020

After months of working from home, you’ll have settled into routines that work for you. But can you stay productive as the festive period arrives?

Read More
T: 01993 772467      E: advice@expertwealth.co.uk

Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN


Your Protection: In the unlikely event of your ever having a complaint which we have not been able to resolve amicably, you have recourse to the Financial Ombudsman Service (FOS). This is an independent body which will investigate complaints at no cost to you.  The FOS website is www.financial-ombudsman.org.uk.

Join The Expert Wealth Family As A Paraplanner >