Our Purpose

At the heart of our business is a drive to make a difference. How? By reducing our environmental impact, having a positive effect on society, and shaking up financial services for good –literally.

We’re educating the next generation with our Thrive Money brand – designed to help young people become money smart, and to avoid debt and expensive mistakes.

We’ve committed to and achieved a 50/50 male–female split in our senior management team, and we’re working hard to encourage more female planners into our profession.

We’re proud to support the taskforce which promotes greater understanding, encourages appropriate behaviour and establishes good practice in respect of consumer vulnerability.

We are proud to be sponsoring The Verve Foundation’s ‘We Are Change’ initiative. The initiative  is committed to shouting about the amazing roles in financial services and building career options for those who’d never otherwise considered it.

As the first accrEDIted financial services firm, we’re committed to addressing diversity and inclusion within our business and beyond. And are actively taking steps towards a more inclusive culture across the financial services sector.