Business transparency: What Progeny learned on its B Corp journey

'The biggest challenge pre-assessment is to try and understand the scope'

clock • 5 min read

For any advisory firms currently contemplating B Corp certification, Craig Cuthbert shares some of Progeny's key lessons learned from pre, during and post-assessment...

This summer, Progeny became B Corp Certified, following a rigorous and lengthy assessment process. This makes us one of a small but growing number of B Corp UK wealth management companies, who are verified as meeting high and improving standards of social and environmental impact. It's fair to say that we've learned a lot since we first considered embarking on the B Corp journey. The gift of hindsight is a wonderful thing as they say, and there are certainly things that we could have approached or done differently. For any advisory firms who are currently contemplating B Corp certific...

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

The IFA buy-and-build playbook: Why integration and repeatability now matter more than price

The IFA buy-and-build playbook: Why integration and repeatability now matter more than price

How buy-and-build execution is changing

Jonathan Steele
clock 02 July 2026 • 4 min read
Vast majority of advisers say generating more leads 'vital' this year

Vast majority of advisers say generating more leads 'vital' this year

Research finds lead generation difficult

Jenna Brown
clock 01 July 2026 • 1 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 01 July 2026 • 3 min read