Who we are

Women in Finance Charter

Women in Finance Chartered Logo

Charting old values and new territories

It’s important to us to do what’s right. In fact, it’s one of our core values. So we’re proud to be counted among the signatories of HM Treasury’s ‘Women in Finance Charter’. This is a commitment by HM Treasury and signatory firms to work together to build a more balanced and fair industry. Firms that sign up to the Women in Finance Charter are pledging to be the best businesses in the sector. And to create better gender balance at all levels.

So what does it actually mean?



We commit to supporting the progression of women into senior roles and focus on our executive pipeline and the mid-tier level.



We set our own targets and implement what’s right for us as an organisation.



We will publicly report on our progress against these targets to support the transparency and accountability needed for change.

Our Women in Finance Charter Targets

We maintain a long-term goal of achieving a minimum of 40% female representation in senior management by 2028, with an interim target of 33% by 2026. We also pledge to maintain or improve upon our current level of 40% women across the workforce. And by 2024, at least 40% of team members qualified to a level 4 Diploma in Financial Planning, will be women.

“I’m really proud to be part of an organisation that strives to break down gender stereotypes and increase gender diversity in leadership and within Financial Services as a whole. I will do all I can to uphold and promote this.  It’s really important to me that all people know anything is possible!”- Georgina Syrett, Paraplanner

As part of our transparent approach, we’d love you to keep us accountable. So please check in and ask us how we’re doing against our Women in Finance Charter pledges. So that together we can drive change.

Meet Georgina and our team

Get in touch

Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.

Bristol Office

Cheltenham Office

Wiltshire Office