Ethical Independent Financial Advisers
News Update October 2015 – We are pleased to announce we have been chosen as one of the Green 100 businesses, awarded to 100 regional companies who are actively leading the way in sustainable and environmental business practice in Norfolk and Suffolk. Look out for the Green 100 publication across East Anglia.
Offering a wide range of services throughout the UK to individuals, companies, charities, Quaker Meetings and private business. We operate on an explicit charging structure to ensure you know exactly how much you are paying before any fees become due. We currently provide financial advice on client assets in excess of £65m.
Why choose Investing Ethically Ltd?
- We are independent which means we work on your behalf rather than for a particular bank or insurance company
- We are specialists in green, ethical and sustainable investments
- We have a deep commitment to ethical financial planning
- You will be working with a business owner – all of our advisers have a vested interest in the long-term health of the business
- We are members of the Ethical Investment Association
- We offer a nationwide service
We believe that taking independent financial advice can, and must, produce real benefits for you and your family in a number of crucial areas, such as:
- Aligning your investments with your ethical and environmental values
- Simplifying the administration of your financial affairs
- Putting in place a plan to make the most of your money
- Explaining your options in plain English
If you value a long term relationship with a qualified financial professional who looks to understand and support you through life’s changing financial demands then our service is designed for you. Our services include protection and inheritance tax planning, retirement planning, trustee investment planning and employer services. We are located in Norwich, Norfolk however you will find our advisers travel the whole of the UK.
When working in business we understand that it can’t always be plain sailing and sometimes it is more about how a firm deals with an issue rather than necessarily the issue itself. If you have reason to raise a concern please do write to us as outlined in our Client Agreement. If we are unable to resolve an issue to your satisfaction you may be able to refer the matter to the Financial Ombudsman Service. More information is available on request or by visiting www.financial-ombudsman.org.uk.
In 2013 we raised a total of £4,000 for our affinity partners from our 10% fee share agreements. We also supported Norwich Food Bank who have an innovative ‘shopping list’. Find out more by visiting www.norwichfoodbank.co.uk. Similar schemes run across the UK.
In 2014 we volunteered our services to help a local charity –The Benjamin Foundation. Our task was to create a butterfly garden in their Great Yarmouth Aspire Centre. We were able to tidy the existing raised beds and introduce butterfly attracting plants, along with a herb garden for the centre. The Benjamin Foundation exists to help people across the county deal with many of the challenges that life throws at them. Some of these are tough issues like supporting homeless young people, working to improve family relationships and supporting children in schools with issues like bullying. The Aspire Centre focuses on the 16 to 25 year old age group and provides a roof over their heads and a range of support to help them towards an independent life. This may involve helping them with education, training, finding a job and planning career steps. They also help develop their life skills such as cooking and budgeting. Many thanks to Chris at Aspire for giving us this opportunity to support them and Jeremy for all his help, without whom we would never have been able to provide such an amazing garden.
FACT: 2.5 billion people don’t have a loo. That is 40% of the world’s population! – In response to such a disturbing fact, this year we have taken the small step of twinning the two toilets in our office with two toilets in Africa – one in Burundi and the other in Liberia. By donating money to Toilet Twinning, new toilets will be built in poor communities, along with improved sanitation and clean water. If you want to find out more go to www.toilettwinning.org.
Fossil Fuels & Ethical investment
Towards the end of last year we researched the presence of companies engaged in fossil fuel extraction in ethically screened funds as part of our on-going ethical research. If you would like a copy of this report, please email Debbie@investing-ethically.co.uk.
Mrs G, York
Tel: 01603 309020
Fax: 01603 405862