New Exam Success at Investing Ethically

We are pleased to announce that our apprentice Charlotte has passed another exam, covering financial services, regulation & ethics.  Combined with her previous exam this means she has completed The Chartered Insurance Institute’s Certificate in Financial Services.  Well done Charlotte, on the way to becoming a paraplanner! We are very proud of you.


The transformation of Investing Ethically is complete. We have emerged with our founding principles elevated and accentuated in the message we are sharing. Since our founding in 2000, we have placed the Quaker values of ethical responsibility at the centre of our business practices.