An introduction to shareholder engagement

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?

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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?

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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?

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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 […]