Triple Point's Diana French explores how big life events present advice opportunities for financial advisers. Read the article on Professional Adviser - https://lnkd.in/e99Kn8VG #financialadvice #financialplanning #lifeevents
Triple Point
Financial Services
London, England 28,042 followers
Investments with purpose, for profit, by people - from Triple Point
About us
Investments with purpose, for profit, by people - From Triple Point. Something happens when people come together. From the connections we make spring ideas. Fresh solutions to big problems, from how to improve global communications and heat our homes, to how to support businesses and drive the economy. And from solutions like these flow opportunities to create value. We call it the Triple Point. It’s the place where people, purpose, and profit meet. Since 2004, we’ve been targeting this Triple Point in areas like digital infrastructure, energy efficiency and social housing, unlocking investment opportunities that make a difference. Big problems create strong demand. Strong demand drives good investments. Good investments solve big problems. It means that investors never have to choose between financial returns and social impact. You achieve one by achieving the other. Please note that we do not provide investment or tax advice. Prospective investors should consult an FCA regulated adviser to determine if a Triple Point product or service is suitable to their personal, financial or tax objectives. While Triple Point includes entities which are authorised and regulated by the Financial Conduct Authority, our SME lending activities are not regulated activities in their own right. Triple Point is the trading name for the Triple Point Group which includes the following FCA regulated entities: Triple Point Administration LLP under firm reference number 618187 and Triple Point Investment Management LLP under firm reference number 456597.
- Website
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http://www.triplepoint.co.uk
External link for Triple Point
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- London, England
- Type
- Partnership
- Founded
- 2004
- Specialties
- Business Property Relief, VCT, IFISA, EIS, Social Housing, Lending, Leasing, Venture, Energy Efficiency, Direct Lending, REIT, Digital Infrastructure, Impact, and Sustainable Investing
Locations
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Primary
1 King William Street
London, England EC4N 7AF, GB
Employees at Triple Point
Updates
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Exciting news! 🌟 TP Leasing Limited, represented by Triple Point Private Credit, has been awarded the “Highest new entry" to Asset Finance UK 50 at the AFC Summer Awards 2024. “Delighted that TP Leasing Limited is part of the AF50. Being named the highest new entry is a proud moment that we share with our valued customers and partners.” Comments Steve Gordon, Chief Commercial Officer of Triple Point Private Credit and Director of TP Leasing Ltd. 🔗 Discover all the winners and more in the full report – https://lnkd.in/eTUSvGbH
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🌟 Join our CPD webinar: helping investors plan for big life events 🌟 Back in May, we hosted a series of events focused on supporting investors as they navigate big life events. Due to popular demand, we’re excited to announce a special one-hour CPD webinar! 📅 Date: Wednesday, July 24th ⏰ Time: 1:00 PM 🔍 Webinar Highlights: - How tax-efficient investments can help investors plan for big life events - New tax year, new allowances - what these mean for you and your client base - Getting more referrals by broadening your professional connections Register here - https://lnkd.in/eaSd7uag
Horizon Series: Tax Planning for Life's Key Events
brighttalk.com
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Did you know that 82% of financial advisers’ clients fall into the higher rate or additional rate taxpayer category? Yet, surprisingly, 40% of advisers don’t routinely explain the benefits of tax efficiency when it comes to investments. That’s why we’ve curated comprehensive tax planning scenarios to help facilitate meaningful conversations and informed decision-making. Discover more - https://lnkd.in/e66hQk_G Tax treatment depends on individual circumstances.
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🎉 Triple Point is now an ACCA Approved Employer! 🎉 Triple Point Academy was set up to help our employees to support their growth and development journey. Being an ACCA (Association of Chartered Certified Accountants) approved employer highlights our commitment to professional and technical development. #ACCA #development #growth
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Today is the last day for voting in the FT Adviser Awards. We'd love to repeat last year's 5-star success and it only takes a few minutes to fill out the survey! https://lnkd.in/ee_eApg3 #FASA2024
Here is your opportunity to say which providers have given you quality service throughout the past year, which ones have improved over the course of 12 months, and which ones have failed to hit the mark. Last chance to cast your votes https://bit.ly/4aNplEL #FASA2024
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It was great to see so many of our clients at last week's SME Debt Finance golf day. The event was a great opportunity to come together and celebrate the collaborative efforts that have supported UK businesses over the past year. A big thank you to everyone who participated, and congratulations to the day’s winners, with a special mention to James Wood, Steve Carr, Alex Collinson, Rosie Pennell and Will Beckett. #golfevent #privatecredit #smedebtfinance
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We are delighted to announce the appointment of Philip Bird as Director, Property Development Finance team at Triple Point. Phil brings a wealth of experience from his career in the banking industry, specialising in residential and commercial development finance. His expertise in creating tailored funding solutions will be invaluable to our clients. Welcome aboard Phil!
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What happens when a client’s life takes an unexpected turn? These are the moments when solid financial planning becomes even more crucial, not just for the client, but for their family as well. Learn more about challenging scenarios where intergenerational wealth planning can make a significant difference - https://lnkd.in/dmzdvFwD #FinancialPlanning #WealthManagement
Intergenerational planning: how advisers can help families deal with difficult times
triplepoint.co.uk
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Countdown begins: Less than one week to go! Join Lee Coates OBE, renowned Ethical Money Consultant for “A practical guide to the Sustainability Discolosure Requirements (SDR) and investment labels for advisers.” 🔍 Understanding SDR, investment labels, and anti-greenwashing rules for effective client communication 🛠️ Exploring the impact on advisers, including due diligence and recommendations 🌍 Discovering how ESG Accord and the Accord Initiative can support adviser firms Register now – https://lnkd.in/eWqzpN7G
An adviser’s practical guide to SDR and investment labels
brighttalk.com