On Monday and Tuesday (27th & 28th February) our office is moving upstairs in our current building. We aim to minimise the impact to our services but will briefly be without communications. As soon as everything is plugged in again we will respond to any queries as soon as possible. Our new address will be 31 Whiffler…
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.
Coinciding with the launch of our new brand image, we would also like to introduce our Investment Proposition. We create portfolios that consist of funds run by distinguished managers within the industry that reflect the financial objectives and ethical values of our clients.
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.
As one of the major ethical investment specialist advisers in the UK, Investing Ethically Ltd have been invited to speak at an SRI forum on 14 July held by Edentree Investment Management.