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B Corps First Wealth and The Happy Prize Company team up for new referral scheme


The newly certified (2020) B Corp financial planning firm FirstWealth have teamed up with a fellow B Corp The Happy Prize Company to create aset of unique experiences for a new referral scheme they’re launching.  Customers who meet the eligibility criteriawill be rewarded with a choice of UK-based options such as a weekend in a safari lodge at the Big Cat Sanctuary in Kent and the chance to build their own watch whilst learning the history of watchmaking at The British HorologicalInstitute.  

Managing Director of The Happy Prize Company Justine Clementsaid “‘We feel hugely excited and privileged to be working with First Wealth asthey launch this referral scheme. We createprizes, rewards and incentives that are in line with our values as a B-Corp andour goal is to drive positive change in the marketing, travel and experiencesindustry. We continually seek to provide people with meaningful experiences and are looking forward to delivering some of these to First Wealth clients.”   

First Wealth embrace being pirates   

First Wealth’s mission is to create a fun and joyousfinancial planning business for the benefit of their clients and staff.  They commit to respecting their community,care about the environment, embrace diversity and like The Happy Prize Company,to make a positive impact on their industry. Importantly, radical transparency ismatters to them, which means that their clients always know exactly what they’redoing, the thinking behind it, and full disclosure on fees.   

Of course, it’s not easy to do new things, especially if theyoppose the status quo. To help First Wealth adopt a mentality of innovation andencourage pioneering ideas in the financial services sector, they’ve introduceda fun internal concept; to become pirates. Pirates have a history of disruptingthe way society does things, which is exactly what they’re aiming for; to disrupt the financial services industry and be a catalyst for change.    

Carbon Neutral  

One of key challenges and goals for all businesses, althoughparticularly high on the agenda for B Corps, is how to become carbonneutral. Both First Wealth and The HappyPrize Company are seeking to achieve this as soon as possible because they understand the impact that global business is having on the environment and how imperative it is that we reverse this trend. Both companies are changing their service providers and suppliers to businesses who also share this vision. Currently, theHappy Prize Company offsets all flights and ground travel with B Corp Climate Care, but are shortly beginning a new relationship with UK carbon credit start-up Sub 51, who aim to protect and enhance the UK’s natural environment with a view to increasing the amount of carbon sequestered by different vegetation types.  Pioneering in their approach, Sub 51 will actas a link between businesses and landowners by offering a carbon credit marketplace which offers fantastic traceability here in the UK.  They connect businesses like The Happy Prize Company directly with the environment throughUK farms, making SUB 51 the only traceable UK carbon credit marketplace.   

This article appeared in IPM Bitesized newsletter on Monday 4th October 2021, read it here: