It requires 'real conviction': Exploring B Corp status in financial advice

‘Getting the certification was a huge achievement’

Jenna Brown
clock • 13 min read

As more advice firms work toward and achieve B Corp status, Jenna Brown talks to financial planners that proudly display the certification and asks if clients also hold it in high regard…

Certified B Corporations (B Corp) are companies verified by B Lab to meet high standards of social and environmental performance, transparency, and accountability. This is the official definition taken from the B Lab website. It goes on to spell out that being a B Corp means "committing to a more inclusive, equitable, and regenerative way of doing business". As more financial advice businesses set their sights on the status, PA talks to current holders about its importance to their particular firms and whether clients would vote with their feet should it disappear from their messag...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

An adviser wants to leave. Should you let them?

An adviser wants to leave. Should you let them?

'It's every advice business owner's nightmare'

Justin Cash
clock 05 August 2026 • 5 min read
All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 05 August 2026 • 4 min read
Editor's view: Consumer Duty, Public Duty

Editor's view: Consumer Duty, Public Duty

The editor's Friday Night Takeaway from 31 July

Jen Frost
clock 31 July 2026 • 3 min read