The Women in Finance Charter

 

Lucas Fettes Financial Planning have committed to the Women in Finance Charter, as of October 2021. Set up by HM Treasury, the charter is described as ‘a pledge for gender balance across financial services’.

This reinforces our stance on diversity, inclusion and gender balance within our company and the wider financial services industry.

 

What is the Women in Finance Charter?

‘A commitment by HM Treasury and signatory firms to work together to build a more balanced and fair industry. Firms that sign up to this Charter are pledging to be the best businesses in the sector.’ (Gov.UK, 2021).

Aims of the Charter:

    Women in Finance Charter
    • Commits firms to supporting the progression of women into senior roles in the financial services sector by focusing on the executive pipeline and the mid-tier level;
    • Recognises the diversity of the sector and that firms will have different starting points – each firm should therefore set its own targets and implement the right strategy for their organisation; and
    • Requires firms to publicly report on progress to deliver against these internal targets to support the transparency and accountability needed to drive change. 

    Further information is available on the government’s website: Women in Finance Charter – GOV.UK (www.gov.uk).

     

    What are our targets?

    We believe that gender diversity is an essential part of our business and supports our standards, culture, and emphasis on quality in all that we do.

    At present, we have a significant percentage of female workers with women accounting for over 50% of both our workforce and senior management team.

    We believe this is unusual in the financial services sector, and as such our targets focus on maintaining this balance and continuing to support the careers of woman as part of our overall development. 

     

    Our commitments

     

    As at 21/09/2021, we have 54% female representation in Senior Management. Our commitments are to:

    • To maintain female representation of at least 40% in senior roles in the business – that being individuals responsible for a division or functional area. We operate a policy of gender diversity and in consequence have a comparatively high percentage of woman in senior positions. It is part of our culture to continue to support the development of woman to achieve the highest levels of office in the business. This is supported by a flexible approach to working practices and a number of female role models in the business.     
    • To maintain female representation of at least 20% on our trading company board, which we aim to increase to 35% by 2026. We currently have three female board members and would like this percentage to increase over time in consequence of our overall approach and culture. This is dependent on an objective assessment of all candidates for board positions, regardless of gender.

     Executive pay will be directly linked to progress against these targets – which will be reported to HM Treasury and publicised on this webpage.

    Further information

    If you would like further information regarding the information on this page, do get in touch by completing the contact form below.

    Additional information on our awards, accreditations and memberships is available via our dedicated webpage.

    What our clients have to say

     

    ‘I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.’

    Financial Planner: Kerry Holmes

    What our clients have to say

     

    ‘During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance’

    Financial Planner: Liz Burrows

    What our clients have to say

     

    ‘I have been very impressed by how I have been looked after by my personal financial adviser and I’m entirely happy with the service she has provided.’

    Financial Planner: Sarah Maguire

    What our clients have to say

     

    ‘[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service received to date.’

    Financial Planner: Liz Burrows

    What our clients have to say

     

    ‘Kevin has been my financial advisor for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’

    Financial Planner: Kevin Froggatt

    What our clients have to say

     

    ‘You have been invaluable, giving me peace of mind concerning my financial affairs for many years.’

    Financial Planner: Graham Moore

    What our clients have to say

     

    ‘Thanks for your help and the great service.’

    Financial Planner: Nathan Munt

    What our clients have to say

     

    ‘I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.’

    Financial Planner: Nathan Munt

    What our clients have to say

     

    ‘Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.’

    *Part of a client referral

    Financial Planner: Beverly Lee and Neil Clarke

    What our clients have to say

     

    ‘I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.’

    Financial Planner: Liz Burrows

    What our clients have to say

     

    ‘My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.’

    Financial Planner: Graham Moore

    What our clients have to say

     

    ‘I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.’

    Financial Planner: Angela Carpenter

    What our clients have to say

     

    We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.

    Financial Planner: Kevin Froggatt

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