Working together for positive change

We are committed to sustainability using environmental, social and governance (ESG) factors to ensure our actions have a positive impact.

Aligned with our core principles, we have been supporting our clients in achieving their goals through financial planning and sustainable investing, and as a business committed to responsible decision making.

Our commitments

Environmental (Our planet)

We continually evaluate our effect on the environment and we’re committed to taking steps to minimise our impact. Our approach includes; digitising our processes and reducing paper usage, a move towards green energy providers, and increased recycling.

Social (Our people, our clients and our community)

Our clients are at the heart of everything we do and to support this we are committed to attracting, retaining and developing our people.  We also strive to play a positive role within the community. Our approach includes; a commitment to dynamic working, launch of our Service Excellence programme, promotion of Financial Fitness Fridays and enabling our staff to take time out for volunteering opportunities.

Governance (Our corporate governance)

We have implemented a robust risk management framework to ensure responsible corporate behaviour and mitigate risk. Our approach includes; involving managers from across every part of the business to ensure grassroot risks and issues are heard.  Our approach is dynamic and our teams regularly come together to discuss in an open and lively manner.

The impact we’re having

We have documented our approach to ESG and have made the commitment to report on our impact annually.  Please click on the link below to download a copy of our 2023 ESG Impact Report.

Download Report