Corporate
Social Responsibility

Our company’s existence is not lonely. It’s part of a bigger system of people, values, other organisations and nature. The corporate social responsibility of a business is to give back to the world just as it gives to us.

What is Corporate Social Responsibility?

As a business, we aim to give back to the world as it gives to us. We embrace eco-friendly practices, charitable giving, an Environmental, Social and Corporate Governance (ESG) investing stance and take strides forward in supporting our local community.

We want to be a responsible business that meets the highest standards of ethics and professionalism, whilst fulfilling our legal and compliance obligations in our sector.

Our company’s social responsibility falls under two categories: ‘Compliance’ and ‘Proactiveness’. Compliance refers to our company’s commitment to legality and willingness to observe community values. Proactiveness is every initiative to promote human rights, help communities and protect our natural environment.

Compliance

Compliance

  • Our company will:
  • Respect the law;
  • Honour its internal policies;
  • Ensure that all its business operations are legitimate;
  • Keep every partnership and collaboration open and transparent;
  • Adhere to the FCA Code of Ethics.

 

We’ll always conduct business with integrity and respect to human rights. We’ll promote:

  • Safety and fair dealing;
  • Respect toward the consumer;
  • Anti-bribery and anti-corruption practices.

 

Examples of Corporate Social Responsibility

Protecting the Environment
Our company recognises the need to protect the natural environment. Keeping our environment clean and unpolluted is a benefit to all. We’ll always follow best practices when disposing waste and using chemical substances. We actively promote recycling in the office and encourage our team to use reusable and sustainable equipment and energy, where possible.

 

Protecting People
We’ll ensure that we:

  • Don’t risk the health and safety of our employees and community;
  • Avoid harming the lives of local and indigenous people;
  • Support diversity and inclusion.

 

Protecting People
Our company is dedicated to protecting human rights. We are a committed equal opportunity employer and will abide by all fair employment practices. We strictly follow the Equality Act 2010 and educate all of our employees on the importance of non-discriminatory practices. We’ll ensure that our activities do not directly or indirectly violate human rights in any country.

Proactiveness
Donations, Fundraising and Aid

Each year our company aims to support one national registered charity and provide ad hoc support to an unlimited number of smaller, local causes. We are committed to gifting at least 1% of our profit on an annual basis to charitable causes, and will organise various fundraising activities throughout the year to support our chosen charities and causes. This includes, but is not limited to our Golf Day, Charity Ball, client entertainment events and individual endeavours (such as sports challenges).

When we select the causes we wish to support, we take into consideration any issues that may be affecting our team, clients or supporters. We always aim to help alleviate the problems faced by those in need and help to educate, raise awareness, fund research and provide direct financial support.

 
Volunteering
Our company will encourage its employees to volunteer. They can volunteer through programmes organised internally or externally. Our company may sponsor volunteering events from other organisations.
 
Preserving the Environment
Apart from legal obligations, our company will proactively protect the environment. Examples of relevant activities include:

  • Recycling;
  • Conserving energy;
  • Organising conservation excursions;
  • Using environmentally friendly technologies and resources.

Supporting the Community
Our company may initiate and support community investment and educational programmes. For example, we actively welcome work-experience placements, utilise our experience and knowledge to directly assist charities (e.g. creating social media strategy for our local Foodbank) and we can provide support to non-profit organisations or movements to promote cultural and economic development of global and local communities.

ESG Investing
As a firm we will actively promote and facilitate ESG investment options to our clients to enable them to invest in line with their own ethical standpoint. We work with Discretionary Fund Managers who are proactive in sourcing and utilising ESG options in their portfolios. We also use ESG options for our own investments, where possible.

Learning
We will actively invest in research and development. We will be open to suggestions and listen carefully to ideas. Our company will try to continuously improve the way it operates.
Our company is committed to the United Nations Global Compact. We’ll readily act to promote our identity as a socially aware and responsible business. Management must communicate this policy on all levels. Managers are also responsible for resolving any CSR issues.

Book a chat with our experts

The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.
GET IN TOUCH
2mrp-popup