Resources

Welcome to our Resources page, a curated space designed to inform, inspire and support your journey forward. Whether you’re looking for insights, practical tools, or thought leadership, you’ll find a range of materials to help you stay ahead and make confident decisions about the future.

Impact Report 2024

We believe that business has a critical role to play in solving society’s most challenging problems. Find out how we put people, planet, profit at the heart.

Employee Ownership Scheme Trends for 2025

Why employee ownership schemes are exploding in 2025 (and not for the reasons you might think).

Building Firm Foundations

Money is a topic that many of us find hard. It might feel overwhelming or out of control. You might feel comfortable, but want to start planning for the future.

Kickstart your financial planning journey

Are you ready to take charge of your financial future? Ten questions to ask yourself.

Planning is personal

We’re a values-led company and we believe your values should be at the heart of your decision making, acting as a compass to guide you to achieve future financial wellbeing.

2023 impact report
Impact Report 2023

In this year we undertook our recertification as a B Corp organisation. It’s fair to say we are thrilled with our new score of 148 – a 62-point jump!

Impact Report 2021-22

The transformation continues, by harnessing the power of business, we can make a difference.

Impact Report 2020

Sharing with you how our vision has grown over our 20-year journey and to explain some of the achievements that are helping us to edge closer to our goals.

Ready to talk about the future?

Let’s start a conversation about what’s next, we’re ready when you are.