Women in Finance Charter

Who we are

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.

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 Fletcher, Colleagues and Culture Officer

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.