Social Responsibility

At Athena we take our social responsibility seriously, not because we should, but because we want to and, we believe it is the right thing to do.   

Our business was founded on strong principles, quite simply we aim to provide the highest level of advice, care, and support to our clients.  We aim to continue being an integral part of our local community and our business community and we strive to be the local Financial Services employer of choice, placing our team’s professional development and wellbeing at the heart of our business.  

We are proud of our chartered status, the highest qualification that Financial Planners can hold, we are members of the Equity Release Council, a body which exists to safeguard consumers by promoting high standards of conduct and practice in the provision of and advice on equity release.  We are part of the Financial Vulnerability Taskforce, an independent body which aims to promote a greater understanding and encourage appropriate behaviours, to establish good practice in respect of consumer vulnerability. 

We want to protect our environment and are working towards achieving B Corp status.  We have made changes to support this by reducing waste, installing recycling points in our office, replacing bottled water for a mains water filter system, where possible opting to provide communication in a digit format and using local suppliers and making fairtrade purchases whenever possible.

We believe passionately in supporting the provision of financial education in schools, with the hope of promoting financial knowledge and wellbeing for our young people.  Several of our advisers regularly assist in delivering financial education programmes in our local community, across both primary and secondary schools.