News & Events

As a firm that offers support and guidance to clients each and every day, we wanted to find a way to share our knowledge and understanding of industry trends. Our dedicated News and Events page is a catalogue of internal updates and global ethical news stories. We encourage you to read, share and comment on our posts.

IE News

As the name suggests, our Investing Ethically (IE) news will be specific to the firm. From welcoming new team members, to introducing ethical events; you will learn all you need to know about our team.

IE News Archive

Ethical News

Articles under the Ethical News category will offer a more rounded overview of what is a global sector. To be truly ethical, we make it our duty to stay abreast of immerging markets, to be able to recommend innovative new funds.

Ethical News Archive

Investing Ethically’s end of the year checklist!

Pensions Options to maximise pension tax allowances – please contact us for advice Key areas for consideration: • Make full use of the pension contribution allowance of normally up to £40,000. • Make use of any unused annual pension allowance available to carry forward from the previous three tax years. • Make sure you’re getting…

Details

Things are on the Up at Investing Ethically!!

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…

Details

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.

Introducing our Investment Proposition

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.

Details

Transformation

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.

Details

Hope fading for Co-Op bank

The Bank of England has placed the Co-op Bank under “intensive supervision” as survival options for the ethically-based lender dwindle. The BBC understands contingency plans to ensure the “orderly failure” of the 150 year old bank are well advanced. Co-op Bank customers will be protected whatever happens, but professional investors took a beating on Wednesday.…

Details

Ethical Investments shrug off Trump – further optimism around renewables

Here at Investing Ethically, we have been speaking with fund managers about their environmentally focussed funds. It was noted that companies are paying far more attention to environmental issues from a risk perspective than some governments currently are. In addition, local people and Non-Governmental Organisations are increasingly unwilling to sit on the side-lines while their…

Details