‘Find Adviser’ button now in use
Posted on: January 25th, 2013
‘Find Adviser’ Button now in use
The first Financial Adviser names have just (belatedly!) been added to ‘Find Adviser’ list on SRI ‘StyleFinder’ client SRI microsite https://www.fundecomarket.co.uk/sri-stylefinder-tool/ – which is all very exciting!
If you are an adviser who wishes to use this free questionnaire to help identify which SRI styles your clients are most likely to be interested in please take a look and let me know if you want to be added to the adviser list.
It is early days – but I hope to develop this into a service that will help grow the SRI market & attract new business for those who have registered.
This site works alongside the Fund EcoMarket and Panacea Fund EcoMarket SRI database tools which have been developed for adviser use only. The aim of the client microsite is to help clients identify which styles of SRI are most likely to appeal to them prior to discussing the area with an adviser. (Support information is available via www.sriServices.co.uk and PanaceaAdviser) .
The SRI Services site is unaffected by this and retains references to Unbiased.co.uk of the Ethical Investment Association – rather than individual adviser firms.
Comments as ever are very welcome!