1 A commitment to good client outcomes. Ensuring that clients benefit first, the firms interest taking second place
2 Clients have an opportunity to make a difference as well as make money.
3 Our fees are good value. Clients get what they pay for and their expectations are exceeded
4 We support women.
5 We stand up to the bullies.
A commitment to good client outcomes, unlike some other organisations who still work to targets meaning that the selfish adviser is rewarded, even when they can damage the firm’s reputation and disregard the best outcome for clients.
We match the clients principles and values, by taking time to understand them. Profit comes from sustainable business models.
All fees are agreed in advance.
We believe that, in a male dominated sector, women bring a different perspective.
We are brave enough to challenge the received wisdom.
Whilst being a small firm, we achieve better outcomes by tailoring our advice to the client’s needs and wants.
As Christmas approaches, like so many other business people, I am starting to focus on
In any profession is important to share with other professionals, exchange ideas and learn
In the same way that I have to take care not to be influenced
I have just returned from a conference on Social Justice, its start coincided
I have taken this from Julia Dreblow whose work in the area of
Together with the Malvern Women in Business, the
Public Attitudes Tracking Survey published today by Secretary of State
European Investment Bank has agreed to provide £225million for
Why invest in Socially Responsible Funds (SRIs)? Let us start by considering why we
UK equities have gone through a rough few weeks and the turmoil looks far from over, but