Somerset WM Limited
Somerset, United Kingdom
June 2025
Investment advising
Service with Minor Environmental Footprint
United Kingdom
I help business owners demystify and take control of their personal financial health with a Sustainable Wealth Strategy and Financial Action Plan Sometimes, it's about prioritising your Values over chasing yet more (unnecessary) Value. Sustainable Wealth | Autism Advocate | Veteran What happens if you live too long? Sounds great until the money runs out... I work with profitable, purpose-led, family-run businesses who want to take control of their long-term personal financial health, whilst honouring their sustainable values. At the heart of my business is Sustainable Wealth, by which I mean designing and implementing a personal financial action plan which can be sustained over the long-term, as well as being sustainable in its social and climate impact, whatever that may mean to you.. I work with Pop Stars to Plumbers, Super Yacht Designers to Farm Park Operators, and the one thing they share is a firm commitment to putting their sustainable values at the heart of their financial planning. I’m looking to partner with professional services firms who serve business owners connected with or operating in the sustainability sector, or who have strong ethical and sustainable values.
Overall B Impact Score
Governance 18.3
Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.
Community 24.7
Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.
Environment 16.6
Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.
Customers 53.7
Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.