Impact Report 2023: Our impact on the environment – a team of environment champions
Calculating and offsetting our carbon emissions, reducing energy usage, and making changes that count are the key reasons why our B Corp Environment score jumped 118.9% in 2023. One of our core values is that ‘actions speak louder than words’. When it comes to the environment, it’s what we do that matters most. Our score […]
Impact Report 2023: Our impact through investment – Making responsible investment the default
The investment portfolios we select for our clients are critically important to us; we want to make sure they are as sustainable and responsible as possible. In this article we share how we’ve made responsible portfolios the default and look at how fund manager engagement can make real-world change. In our 2022 Impact Report, we […]
Financial wellbeing: What it is, tips and why it’s so important
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 […]
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 […]
What impact do we have on our clients’ wellbeing?
Usually, client wellbeing is a thorn in our side. Yes, you read that correctly! Not because we don’t care for, or try to increase the positive impact we have on our clients beyond their financial returns, but because it is notoriously hard to measure. This year, however, we became a member of the Initiative for […]
Why do we report on our impact?
In 2019 we became a Certified B Corporation, which means we commit to doing business for good. Most businesses concentrate on making profits, ensuring shareholders are happy, growing revenue and increasing margins, but unfortunately, this one-dimensional approach doesn’t allow them to do it responsibly. B Corp is all about reaching and positively impacting beyond the […]
Why do we take part in Financial Planning Week?
As we once again support Financial Planning week, we find a lot of people asking why we are such avid supporters of the initiative. For us it’s simple – it’s about doing the right thing. We all know that access to solid financial education is difficult for many parts of modern society, and access to […]
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 […]
Budget summary 2021