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Our commitments

Actions that protect, support and empower you.

At Cohesion, our commitment goes beyond financial planning. We believe in acting responsibly, ethically and with care for our clients, our community, and the wider world.

These commitments guide everything we do, ensuring your financial journey is secure, supported, and aligned with your values. We’re always growing and evolving, and over time we will add new commitments that reflect our ongoing dedication to making a positive impact.

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Our commitments to clients and community

Pending B Corp Certification

Pending B Corporation certification badge

Verified commitment to positive impact

Cohesion is on the path to becoming a certified B Corp, a mark of verified social and environmental responsibility. This reinforces our promise to act ethically, treat clients fairly, and contribute positively to the community.

Better Business Act

Better Business Act supporter logo

Aligning business with purpose

We are proud to support the Better Business Act, a UK campaign calling for businesses to balance profit with responsibility to people, communities and the environment. It reflects our belief that long-term business success should be measured not only by financial performance, but also by the positive impact created through the way decisions are made, relationships are built and clients are supported.

Consumer Duty Alliance

Consumer Duty Alliance Practitioner Member badge

Championing client-first standards

By joining the Consumer Duty Alliance, we commit to higher standards of fairness, transparency, and care. This ensures that every recommendation and plan we create is genuinely in your best interest not just meeting regulatory requirements but exceeding them. Read more about why we joined the Consumer Duty Alliance here.

Financial Vulnerability Charter

Financial Vulnerability Charter supporter badge

Supporting clients when they need it most

We follow the Financial Vulnerability Charter to ensure that, in times of change or challenge, we provide clear guidance, tailored support, and protection. This means you can trust us to act in your best interests, especially when life takes an unexpected turn.

How our commitments support your experience

These commitments guide every part of your journey with us. To see how they translate into the way we work, explore our How we work page or get in touch if you’d like to talk through anything in more detail.

Explore how we work

Clarity delivered

Cohesion Connects is coming soon – a monthly round-up of expert guidance and practical ideas to help you feel more confident in your financial decisions. Sign up and we’ll let you know the moment it launches.

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