B Corp Impact Report
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INTRODUCTION
“AtBespokeAdvicewebelieveourbusinesscanbeaforceforgood.Our commitmenttosocialandenvironmentalresponsibilityisembeddedinour missionandpriorities,guidinghowweoperate,innovate,andgrow
WestartedourBCorpjourneyin December2022and2025marked ourthreeyearanniversarywiththe requirementtorecertify Thishas beenanopportunityforusto demonstrateourcontinued dedicationtosustainability,equity, andethicalbusinesspractices.
SuziLane Director
TheBCorpImpactAssessment providesacomprehensive frameworktomeasureandshow improvementacrosskeyareas: governance,workers,community, environment,andcustomers Recertificationissimilartotheinitial stringentprocess,encouragingusto reflectonourpractices,identify areasforfurtherdevelopment,
andsetambitiousgoalsthatalignwithourvaluestocreatepositiveoutcomes forallstakeholders.
Wearedelightedthatweimprovedourinitialscoreby13%!Itreflectsthe enhancementswehavemadetomanyofourworkpracticesalongwithour volunteeringandcharitywork Allthishasbeenmadepossiblethroughthe effortsandsupportofourteamatBespokeAdvice Theircommitmenttowhat wearetryingtoachieveandcelebrationintherealisationofourcollectivegoals makesalltheextraworkworthit.”
OUR PRIORITIES
01.Environment
Institutepracticesthatpromoteenvironmentalsustainability
02.Community
Delivercommunitybenefitsandraiselivingstandardsby promotingemploymentandeconomicsustainability
03.StaffWellbeing
Fosteremployeewellbeingandinclusiontocreatepositive workingenvironmentswhereindividualscanthriveandall employeesareengaged
04.ThirdSectorSupport
Buildthecapacityandsustainabilityofthevoluntaryand communitysectorthroughthepromotionofvolunteering andotherfinancialandnonfinancialsupport
05.ClientSupport
Supportandempowerclientstomakeinformedfinancial decisions,guidingthemthroughlife’smaineventsand enablingthemtorealisetheirfinancialgoals
1. ENVIRONMENT
Webelievethatprotectingtheenvironmentisfundamentaltobuildinga sustainablefuture Ourapproachfocusesonreducingourecologicalfootprint, promotingresponsibleresourceuse,andembeddingsustainabilityintoevery aspectofouroperations.
Ourcommitmentisongoing,andeachyearisajourneytowardachieving lastingpositiveimpact
Ecologiisaclimateaction platformwhichhelpsusmeasure, reduce,andoffsetourcarbon emissionsthroughverified projectsliketreeplantingand renewableenergy.Itpartnerswith organisationstodeliverclimate projectsallovertheworld,aligned withglobalsustainability standards Overthelastyearwe have:
1,344 Funded trees
224.02 Avoided tonnesofCO2 equivalentto:
15,412,306 Miles
MoneyAgeAwardsSustainabilityInitiativeoftheYear
We’reproudtohavewonthe MoneyAgeaward,whichreflectsour commitmenttosustainability,ethical governance,andsocialresponsibility Byembeddingtheseprinciplesinto everyaspectofouroperations,we continuouslydeliverinitiativesthat reduceenvironmentalimpact,
supportemployeewell-being,andsetnew standardsforresponsiblefinancialservices
VolunteeringCaseStudy
AscorporatesponsorsoftheWorcestershireWildlifeTrust,theteamweredelighted tosupporttheireffortsinclearinganareaofTiddesleyWood,asemi-naturalancient woodlandinPershore
2. COMMUNITY
Deliver community benefits and raise living standards by promoting employment and economic sustainability theyoperate,andweaimto createmeaningful connectionsthatdrivesocial andeconomicresilience Our communityworkfocuseson collaboration,inclusivity,and empowerment supporting localinitiatives,fostering partnerships,andproviding opportunities
BuildingstrongercommunitiesisacornerstoneofourBCorpmission.Webelieve thatbusinesseshavearesponsibilitytocontributepositivelytotheplaceswhere
Overthepastyear,wehave investedtimeandresources intoprojectsthatdeliver tangiblebenefitsforour communities Thisincludes workexperienceforschools andsupportforlocal enterprisesandgrassroots organisations.Wearealso focusedonrecruitingfroma rangeofdiverse backgrounds
WorcestershireLawSociety Awards
Wewerehonouredtosponsor theWorcestershireLawSociety Awards2025 Aswellas presentingseveralawards includingTraineeSolicitorofthe Year,wealsoorganiseda charityauctionraisingfundsfor ourheadlinepartnercharity.
Joiningotherlocalbusinesseswefielded ateamintheWorcesterStreet6s. All proceedsdirectlyhelpedfundthe WorcestershireCricketFoundation’s missiontomake#CricketForAll WorcesterStreet6s
CharityGolfDay
WesupportedWorkforce’’scharitygolfday, andsponsoredaclientcyclingfromUKto Amsterdam,bothinaidofMND.
RacetheDragonEvent
OrganisedbyWorcesterDragons,our teamjoinedrepresentativesfromthe LawSocietyintheannualregatta, raisingfundsforthelocalbranchofThe Men’sShed Wecameanimpressive secondoverall
3. STAFF WELLBEING
Foster employee wellbeing and inclusion to create positive working environments where individuals can thrive and all employees are engaged
AttheheartofourBCorpcertificationisacommitmenttocreatingaworkplace whereourpeoplecanthrive Staffwellbeingisareflectionofourvaluesandour culture.Webelievethatwhenourteamfeelssupported,respected,and empowered,theycandelivertheirbestworkandcontributemeaningfullytoour sharedmission.
Wecontinuetotakestepstoprioritisemental,physical,andemotionalhealthacross ourorganisation,creatinganenvironmentwhereeveryindividualfeelsvaluedand lookedafter Byinvestinginwellbeing,westrengthenresilience,enhance engagement,andensurethatourimpactextendstothelivesofthosewhomakeit allpossible.
TheSundayTimesBestPlacestoWorksurvey evaluatescompaniesusinganemployee engagementframeworkbuiltaroundsixkey drivers:rewardandrecognition,pride,information sharing,empowerment,wellbeing,andjob satisfaction.In2025,wewereproudtobenamed oneoftheBestPlacestoWork(Small Organisation),anachievementbasedentirelyon employeefeedback Wealsocontinuetobean accreditedLivingWageandDisabilityConfident committedemployer.
“Thewayyoucareclientsandtheteam Whetherit'sasurprise lunch,anicecreamon ahotday,asocial eveningorevenjusta welldoneonatricky case Thelittlethings reallyaddupand makepeoplewantto cometoworkeach day.”
EmmaLevez
Ourquarterlyteamsocialsaren’tjustfun,theyhelp strengthenrelationshipsandimprovecollaboration bycreatingopportunitiesforourteamtoconnect outsideofworktasks FromF1arcadestodinnerand bowling,theyfosterasenseofbelongingthat
enhancesoverall team performance
““Ifeelproudtobepart ofateamthat genuinelylivesits values.Ialsovaluehow committedthefirmis topersonaland professional development;We’re alwaysencouragedto learn,growandbring newideastothetable.”
MarcBell
TeamSocials
CaseStudy-WellbeingWednesdays
WeintroducedWellbeingWednesdaystoprovidemonthly one-to-oneAyurvedictherapysessionsforallemployees, addressingstressandhealthchallengesthat disproportionatelyaffectwomen Thisinitiative,embracedacrossthebusiness, fostersinclusivityandembedsholisticwellnessintoourculturealongsidepolicies formenopause,breastfeeding,flexibleleave,andDEItraining.Theprogramhas deliveredmeasurablebenefits reducedstress,improvedenergy,andstronger teamconnection whilereinforcingourcommitmenttogenderequityandpersonal wellbeing In2025thisreceivedindustryrecognitionbeing‘HighlyCommended’in theProfessionalAdviserWomeninFinancialAdviceAwardsforanOutstanding SupportInitiative-WellbeingintheWorkplace.
SupportingYoungPeople
WomeninFinanceCharter
TheWomeninFinanceCharterisaUKTreasury-backedinitiative thatencouragesfinancialservicesfirmstovoluntarilycommitto fourkeygenderdiversityactionsincludingappointingasenior executiveresponsibleforgenderdiversity,settingandpublishing internalgenderbalancetargetsandreportingprogressannually, In2025BespokeAdvicesigneduptothischarterandpublished ourtargetsonourwebsite
CaseStudy-MenopauseWorkshop
WeorganisedaMenopauseworkshopwith PetraBoddingtontoprovideallemployees withpracticalknowledgeonhealth-related challengesthatcanimpactperformanceand careerprogression Theworkshophelpedto reducestigmaandfosteropenconversations intheworkplaceandathome.Thissession demonstratedourcommitmenttoinclusivity andwellbeing,strengtheningtrustand workplaceculture
CommitmenttoYoungPeople
AtBespokeAdviceouryoungpeopletakecentrestage Wevaluethebringfreshperspectivesandinnovative ideastheybring. Investinginyoungtalentensureslongtermsustainabilitybybuildingapipelineoffantastic administratorsandplannersforthefuture
Ourapprenticeshipprogrammecontinuestothrive We tookonanotherfinancialplanningapprenticeandour dedicationtothiscareerpathwasrecognisedwhenwe wontheSmallApprenticeshipEmployeroftheYear awardattheWorcestershireApprenticeshipAwards. Wealsodeliverbespoke‘pseudo-apprenticeships’for thosenoteligibleforformalschemes,with20%ofthe workingweekallocatedtostudyforfullyfundedexams, shadowingandpersonalgrowth.
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““Beingpartofateam thatvaluesintegrity, collaborationand personaldevelopment makesmeexcitedto contribute.Everyone’s approachableand willingtosharetheir knowledge,which createsapositiveand friendlyatmosphere.”
JujharJohal
CurrentTrainees/ Apprentices
“There’salwaysan opportunityfor personaldevelopment whetheryouarehappy withtheroleyouarein or,ifyouwishto progresstoadifferent rolewithinthe company,Bespoke Advicewillalways ensuretheysupport youwithwhatyouwish todoandinspireyouto dobetter.” AmyDavies
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ExamsPassed
Weareablessedwithadynamicteamofprofessionals undertheageof35providingexceptionalservicetoour clients. In2025theywontheMoneyMarketinginaugural YoungFinancialPlanningTeamoftheYear. Beyond financialadvice,theychampioncommunityinitiatives, charityfundraising,mentoring,andsustainabilityefforts Continuingtoachieveexamsuccessacrosstheboard thisyear,aswellasbeingshortlistedfornumerous additional industryawardsincludingRoleModeland RisingStaroftheYear,theyareencouragedtosetthe standardforthefutureoffinancialplanning.
4. THIRD SECTOR SUPPORT
Build the capacity and sustainability of the voluntary and community sector through the promotion of volunteering and other financial and non financial support
Supportingthethirdsectorisamajorelementofourcommitmenttocreating positivesocialimpactbeyondourbusinessoperations Weactivelycollaborate withcharitiesandcommunityorganisationstosupportandamplifytheirwork. Ourapproachcombinesfinancialcontributionsandemployeevolunteeringto delivermeaningfuloutcomes.
Overthepastyear,wehavefocusedoninitiativesthatalignwithourmissionand values throughstrategicpartnershipsanddirectsupportforgrassroots projects Byleveragingourresourcesweaimtohelpthirdsectororganisations createlastingchange.
WoodenSpoonEventSponsorship
WesponsoredtheWoodenSpoon“Scrum WinewithMe”eveningatBottlesWineBar inWorcester GuestssampledaSix nationsthemedmenuofwineand cheesesfromthesixrugbyplaying nations.Attendeesalsoworetheirhome nationsshirtofchoice WoodenSpoonis thechildren’scharityofrugbyand £2000wasraisedtohelpdisadvantaged childrenacrossourcounty Twospecial bedsweredonatedtoChadsgroveSchool fromthefundsraised.
CorporateSponsorship
WecontinuetosponsortheWorcestershire WildlifeTrustandalsosupportedacharitygolf dayforMeganBakerHousewhichprovides conductiveeducationsessionsforchildren andadultswithmotordisorders
WorcesterAnimalRescue
InJulywecompletedtwovolunteering dayswiththeteamatWorcester AnimalRescue Oneoftheteamcame homewithmorethantheybargained for-an11yearoldcatcalledJacko
ChristmasTree&Foodbank Collection
AsisnowfirmlypartofBALtradition, theteamwenttogreatlengthsto ensureourofficewassparklingfor Christmas Weencouragedpeopleto comeanddropsomethingunderthe treeforourWorcesterFoodbank collection 96 VolunteeringHours
2 CompanySponsored VolunteeringDays
Cathome
HeadlineCharityPartnership
Ourteamraisedawhopping
£8,003
smashingour£5,000target
In2025wewereproudtopartner withAlzheimer’sSociety,raising fundstohelpsupportpeople affectedbydementia
Weundertookarangeof fundraisingactivities,including MemoryTreeinitiative,Pebble Painting,anda150kmCycle Challenge InOctobersomeof ourmoreintrepidteammembers completedthedemandingThree PeaksChallengeduringarather unforgivingStormAmy
5. CLIENT SUPPORT
Support and empower clients to make informed financial decisions, guiding them through life’s main events and enabling them to realise their financial goals
Wewanttobuildmeaningful,long-termrelationshipswithourclients Webelieve thatexceptionalsupportgoesbeyondresolvingissues it’saboutempowering clients,fosteringtrust,andensuringtheyachievetheirgoals.Ourapproach prioritisesresponsiveness,educationandcontinuousimprovement.
ClientWellbeingInitiative
Thisyearwehavefocusedonclientwellbeing,ensuringourteamaretrainedto identifyandproactivelyengagewithclientswhomayneedadditionalsupport. ThisalignswithBCorpvaluesoftransparencyandstakeholdercare OurClient Wellbeinginitiativeissignpostedonourwebsiteandinclientcommunication By investinginthisarea,weaimtocreateapositiveoutcomesforourclients throughallstagesoftheirlives.
CharteredStatusRenewal
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InOctoberwesuccessfullyrenewedourCharteredCompany Status. BeingCharteredsignalsourprofessionalcompetence, ethicalstandards,andtrustworthiness Itreassuresclientsthatt aredealingwithafirmmeetingrigorousstandardswhichis committedtoongoingdevelopment,bestpracticeand governance.
Theyear,withonlyahandfulofotherfinancialplanningfirmswehavealsobeen involvedinapilotprojectwiththeCharteredInsuranceInstituteforthe developmentofnewCharteredCompanycriteria
IndustryRecognition
Ourclientscanbeconfidenttheyaredealingwithleadersinourprofession In 2025weweretheproudrecipientsofnumerousawardsfocusedonclient supportandexcellence. Ourachievementshavebeennotedinarticlesinthe localpressandissuedbyHerefordshire&WorcestershireChamberof Commerce.
WewerenamedintheNewModel AdviserTop100. Thiscelebratesfinancial planningfirmsexcellinginclientservice, professionalstandards,innovation,and growth,withjudgingbasedon qualifications,investmentstrategies, technologyuse,andindustry contribution.Recognizedfirms demonstrateaclient-firstapproach, strongethicalculture,andleadershipin areaslikeESG,staffdevelopment,and knowledgesharingtoadvancethe profession
WewerewinnersoftheMoneyAge FinancialAdviseroftheYear(Small toMediumfirm).Thisawardrequired ustodemonstrateexceptionalclient focus,strongbusinessperformance, innovation,andregulatory compliance,supportedbyevidence suchasclientfeedbackandteam expertise. Successfulentriestypically highlightedaproventrackrecordof puttingclientsfirst,deliveringvalue throughinnovativeservices,and fosteringadviserdevelopment
SuziLanewasthewinnerofTheProfessional AdviserAwards–OutstandingContributionto theIndustryawardwhichhonoursindividuals whohavehadasignificantimpactonthe financialadviceprofessionthroughleadership, innovation,andcommitmenttoraising standards Winnerspromotebestpracticesfor thebenefitofclientsandthewidercommunity.
OUR PLANS FOR 2026
01.Environment
Wewillcontinueoursupportoflocalenvironmentalcharitiesandour partnershipwithEcologi. Oursustainabilitytrainingisacalltoaction forastaffandwewilladdressanyissuesorideasraisedbythemas partofourprocessforimprovement
02.Community
Weprioritisesourcingsuppliesfromlocalbusinesseswherever possible,andweplantocontinueandexpandthisstrategyin2026
Buildingonthestrongrelationshipsweestablishedwithlocaland fellowBCorpbusinessesin2025,ourgoalistostrengthenthese partnershipsfurtherinthecomingyear Inaddition,weareexploring opportunitiestovolunteerasEducationChampionswiththe CharteredInsuranceInstitute,supportingfinancialeducation initiativesinschools
03.StaffWellbeing
Stafffeedbackwillcontinuetodrivechangewithinthebusiness-for examplewewillreviewopportunitiesforflexiblestartandendtimes withstaff WewillappointaSocialCo-ordinatortoensurethe regularityofteameventsandcontinuetosupportallstaffintheir personaldevelopment.
04.ThirdSectorSupport
OurSustainabilityTeamwillresearchsuitablefundraisingand volunteeringopportunitiesthroughtheyear Wehaveappointeda localcharityasourheadlinepartnercharitytoboostengagement
05.ClientSupport
WeplantoreviewAIofferingstoimprovespeedandefficiency,andin thehopeofbeingabletoexpandourservicetomorepeople All communicationswillberevisitedaspartofthisreview Wewillseek moreclientfeedbackthroughsystemssuchasVouchedfortorefine ourprocessesandpromoteexcellence.
EnglishMutualHouse 22,TheTything Worcester WR11HD
01905954481
conversations@bespoke-advicecom
LondonOffice 85GreshamStreet London
EC2V7NQ
conversations@bespoke-advicecom
AsaCertifiedBCorporation,we’repartofagrowingglobalmovement dedicatedtousingbusinessasameansofmakingtheworldabetter place WebelieveinlookingbeyondprofitanduseBespokeAdviceto improvethelivesofbothourclientsandouremployees,tobenefitand helpourcommunitiesandtoprotectandpreserveourbeautifulplanet You canfindoutmoreabouttheBCorpmovementatwwwbcorporationnet
Bespoke-AdviceLtd IsauthorisedandregulatedbytheFinancialConductAuthority FCAno 616019 Bespoke-AdviceLtdisregisteredasalimitedcompanyinEngland&Wales:08754524 RegisteredOffice: EnglishMutualHouse,22TheTything,WorcesterWR11HD