How to get into the financial planning profession
I remember being asked in Year 11 at school during a career talk what I would like to do when I was older. Lots of aspirations flitted through my mind… a vet, a hairdresser, I even thought about becoming a mechanic (doing it for the girls!) but never did I think I would end up […]
Life is unpredictable
Money matters, but life matters more. Chance encounters, personal connections, and (to an extent) the unexpected all contribute to what the French would call, Joie de vivre. We use our money to serve these desires, as well as the more mundane side of life. We should also use our money to provide security, space, and […]
The start of a new journey – Impact Report 2020
The start of a new journey –
Impact Report 2020
3 mins | By Steve Watters
Our impact on the environment
Our impact on the
environment
5 mins | By Steve Watters
Our impact through investment
Our impact through
investment
6 mins | By Clémence Chatelin
Our impact for clients
Our impact for
clients
5 mins | By Rebecca Tuck
Our impact on our people
What are the next steps and how does B Corp inform them? A lot of companies say it, but we are working hard to show we mean it: People Matter.It’s one of the core values upon which we’ve built our business. We’re proud of what we’ve done but know there’s still more we can do. […]
Our impact on our community
Our impact on our
community
5 mins | By Charlotte Hughes
Our mission and leadership
Our mission and
leadership
4 mins | By Barry Horner
Chartered Financial Planning Firm of the Year – 2020/2021
