Summary of our 2023 Impact Report
We’ve made it our vision to profoundly impact the lives of clients and we want to redefine what great financial planning means. Our 2023 Impact Report has just been released and part of this is our 2023 B Corp score, which shows the progress we have made since 2019. Below is a breakdown of our […]
An introduction to shareholder engagement
Can sustainable investment lead to positive changes by global corporations? For many people, investing their wealth is a key tool for achieving their goals in life, be that living comfortably, having a good retirement, or helping the next generation get started. But as they do this, people often tell us that they want to choose […]
Impact Investing
What is impact investing? Impact investing is an exciting new approach for investors who want to generate positive, social and environmental impact as well as financial returns. The intention is to use the allocation of capital to make our world a better place to live. How does impact investing work? The impact investment market provides […]
Proud to B.
Proud to be Certified ‘B’ Corporation Business We believe that society’s most challenging problems cannot be solved by government and nonprofits alone By harnessing the power of business, B Corporation businesses or ‘B Corps™’ as they are most frequently referred to, use profits and growth as a means to a greater end: positive impact for […]