Impact Report 2023: Our impact on the community – the ripple effect
Our work in the last year to make a positive impact on both local and global communities has included working with like-minded suppliers and supporting fellow B Corps. Positively impacting the wider community through supplier relationships Every act creates ripples. When it comes to selecting suppliers, we now have a system that empowers our partners […]
Impact Report 2023: Our impact on our people – creating a dynamic culture
An employee-owned business, we enable partners to flourish in a friendly, collaborative environment where people truly belong. Our latest B Corp score jumped 99.7% in the People category and in this article, we outline how we achieved this. Every day we ask ourselves what it means to be a great employer. As an employee-owned business, […]
Impact Report 2023: Our impact for clients – becoming “unreasonable”
How do we take a radical approach to client service that surprises and delights? This is a question we asked ourselves and we’ve found tremendous inspiration in the book, Unreasonable Hospitality: The remarkable power of giving people more than they expect, by Will Guidara. The book tells the story of radical invention and how you […]
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 […]