Our company

Inclusion and diversity is embedded in our culture and everything we do. We’re trying to change financial services for the better.

Part of this is ensuring that we have the best people and teams working with us to create better outcomes for financial advisers and their clients. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

Raising money for our charity partners allows us to give something back while instilling a sense of pride in what we can achieve as a team.

Each year we come together as a company to pick our charity partners for the year and think of new fundraising ideas. Whether it’s trekking across mountains, jumping out of planes or baking cakes, we give it our all.