The start of a new journey

Impact Report

Read our latest 2023 Impact Report, as well as our previous reports

A big step forward – Impact Report 2022-2023

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 from 2019! This achievement is entirely down to the dedication of our partners, who live and breathe the B Corp mindset of purpose beyond profit and being a force for good.

While we celebrate this achievement, it’s important to note that we never set out to just “get the B Corp badge”. For us, it’s all about our ongoing commitment to doing business better, by doing what’s right.

We’ve made it our vision to profoundly impact the lives of clients and want to redefine what great financial planning means. We’ve come a long way since we became a B Corp in 2019 and our 2023 B Corp score shows the progress we’re making. We have ambitious but achievable aims to serve many more clients and a solid foundation for growth, alongside some exciting initiatives for 2024.

Download our latest Impact Report to find out how we put people, planet, profit at the heart of what we do.

This is our third Impact Report and in it we share key highlights, including:
  • Our laser-focus on making responsible investing the default
  • Nurturing a supportive culture
  • Minimising our environmental impact
  • The establishment of our risk committee, and
  • Redefining what excellent client service looks like.

Download our 2023 Impact Report

If you have any questions about the issues raised in this report, we’d love to hear from you.

Impact Report 2022

We believe that business has a critical role to play in solving society’s most challenging problems. In our first Impact Report, we share how this vision has grown over our 20-year journey and explain some of the achievements that are helping us to edge closer to our goals.

You will learn about our story and how we reached this point, our purpose vision and values, our journey to becoming a B Corp, the impact and how we’re striving to be a force for good, our mission and leadership. As well as the approach to the environment, investment, clients, our people and community and the Paradigm Norton Charitable Trust, our impact tracker and our next steps.