Ceri Griffiths
Founder, Willow Brook Lifestyle Financial Planning
📍Virtual/remote
Pledge 1% provides a framework for businesses to do good. Do you think it’s important for today’s corporate leaders to prioritize social impact? If so, why?
At its core, prioritising social impact is about doing the right thing. It's a reflection of a basic human principle: caring for others and supporting those less fortunate. In a world marked by significant inequalities and environmental challenges, the role of businesses in society extends far beyond generating profits. We have the resources, reach, and influence to make a meaningful difference in people's lives and the health of the planet.
When companies commit to social responsibility, they demonstrate that success is not solely measured by financial achievements but also by the positive changes they bring to the world. This approach fosters a culture of kindness, empathy, and support, values that are crucial in today's society. It's about leading by example, showing that it's possible to be both successful and ethical, and encouraging others — from individuals to other businesses — to contribute to societal well-being.
Moreover, being a role model in this way has a ripple effect. It inspires employees, customers, and other stakeholders to take action themselves, whether through volunteering, philanthropy, or making more socially responsible decisions in their personal and professional lives. This collective action can lead to significant societal change.
Do you give back to the community with your team and work? If so, what does this look like?
Yes, we support via B1G1, which provides us with a Platform for Good and structure which allows us to create ‘when this …then this’ processes directly into our business.
For example, when a new client joins us then an automatic donation is made on their behalf (in that instance to provide 365 days of access of clothing for girls rescued from sex trafficking in India).
Birthdays, Christmas and key milestones are all linked to different causes. As well as thank you for referrals.
It means every day we can show up and do good for others with ease, and with confidence that they are benefiting from the full value of the donations.
What’s the best piece of advice you've ever received?
To notice the glimmers in life. Many of us are increasingly aware of our triggers, and understanding those and what causes them is such a healing way to move forward. But don't forget the glimmers. The moments in life that make your heart sing - and be sure to repeat them, notice them, be grateful for them. The more you do this, the better life truly gets.
To notice the glimmers in life.
What advice do you have for women who are just starting their career?
Don't be scared to talk about money. We have huge money silence in our culture. Know that it is absolutely ok to ask what your peers are paid and to ask what other levels are paid. Knowledge is vital - knowing the worth of your role is key. Also - pay as much as you can as soon as you can into your pension. This is a gift to your future self, the money you can put in during the early years has such a huge impact due to the years it has to grow. It is a gamechanger!!!
What are you looking forward to this year? Are there any goals (personal or professional), activities, or experiences you are excited about?
Our commitment has always been to ensure every client feels seen and heard, particularly during the challenging times of divorce. We're proud of the support system we've built, recognised for its understanding and responsiveness. Now, we're excited to build on this strong foundation with some new initiatives that promise to take our service to the next level.
Starting with an expert-led in-person client focus group this month, we're deepening the dialogue with our clients. This isn't about reinventing the wheel; it's about adding layers to our already robust support, ensuring we're as in tune with our clients' needs as possible.
Then, by rolling out a larger virtual focus group, we're widening the net to capture a broader range of insights, making sure no voice goes unheard. This effort to gather more feedback is about refining what we do, ensuring our support is not just reactive but proactive, perfectly aligned with what our clients really need.
With these steps, plus targeted feedback from solicitors, we're on a path to make our good service great, enhancing how we support every woman who turns to us. It's about recognising what works, improving where we can, and always striving to be the best in our field.
