An ambitious , values-driven firm, but challenges in structure, clarity, and execution during periods of growth
Pros
- Strong values-led culture focused on client wellbeing rather than pure profit - Genuinely good people across the business, collaborative and supportive teams - High level of autonomy in roles, especially for entrepreneurial individuals - Exposure to a wide range of clients and complex financial planning scenarios -Forward-thinking positioning as a B-Corp and purpose-driven firm
Cons
- Lack of clear strategic direction at times, particularly when launching new initiatives - Inconsistent communication from leadership, leading to confusion around priorities - Execution often didn’t match ambition, strong ideas but limited follow-through - Role expectations and success metrics were not always clearly defined - Limited infrastructure/support when building new areas of the business - Annual targets plucked out of thin air - Fast-paced changes without always providing teams with the tools or clarity needed to succeed - Blurring of professional boundaries at times created an uncomfortable working environment for some employees
