Our Services

Are you looking for advice you can trust, from people who know how to simplify the investment process? At Investing Ethically, our clients are always at the forefront of our service. We are not here to sell a package deal. Instead, we nurture relationships and source investment opportunities that we know are suited to our clients’ circumstance and ethical principles. As a firm of independent advisers, we access the whole of the market, meaning we can introduce and guide you through the process with ease.

  • “Many thanks for yesterday.  I think everyone found it really useful, I certainly did!  I was very pleased with the turnout at the general meeting and the uptake for the individual sessions.  Thanks for all the literature – I will get that put up on the internal site as soon as possible.”

    The Phone Co-Op, Oxon
  • “Thank you so much for helping me put this pension in place. Your assistance has been crucial in terms of feeling confident to make this decision. I really appreciate it.”

    Ashley, Glasgow

Investment Planning

Have you received a sizeable inheritance, or have capital to invest from the sale of a property or business? Are you looking to save for your children’s university fees, or to put a deposit on a house? At Investing Ethically, we believe in simplifying the process of investing and explaining the options in clear, concise language. Once you understand the choices available, you can truly make a decision that will put you on the path to achieving your goals.

Retirement Planning

One of the most important investments you can make is towards your retirement; to ensure you experience the quality of life you want in later years. We can help you to explore the ethical options available and make a decision that reflects your beliefs. Putting a plan in place and reviewing regularly, will help ensure your money is always achieving your retirement goals. Retirement planning is an ever-evolving subject. This is why we maintain close relationships with our clients and help them respond to changing circumstances.

Employer Services

Are you looking for a way to motivate your staff and retain the most valuable members of your team? By providing benefits in addition to an individual’s salary, you can help to keep them stimulated and loyal, a strategic gesture as well as a generous one. Only by understanding the value of relationships can you begin to see your staff as more than just employees. We work with a number of employers and advise them on pensions (including auto-enrolment), protection and other employee benefits.

Protection & Inheritance Tax Planning

Protection planning not only benefits you but your family too. It is imperative when working with a client that we understand not only their ambitions but also get to know them on a personal level. In the unfortunate event that you have an accident, develop an illness, become unemployed or even die, it will be your insurance that helps your family continue to enjoy their quality of life.

Trustee Investment Planning

Setting up a suitable trust for either your charity or family estate needn’t be challenging. At Investing Ethically, we are able to guide you through the process, so that you always feel sufficiently informed to make good decisions. We offer professional advice and counsel you on fulfilling the responsibilities of acting as a Trustee, as well as how to safeguard the Trust’s assets accordingly. We are committed to helping you achieve your aims and will guide you through our structured process, whilst always retaining the personal service that keeps our clients feeling valued and understood.

Investment Proposition

A client’s unique financial objectives and ethical concerns are at the heart of our investment proposition. The portfolios we create consist of funds run by some of the most prominent ethical managers in the industry. Our independence allows us to tailor these to you and meet your ethical motivations. The proposition is reviewed and refined regularly to optimise financial and ethical objectives. It is important to adapt to changing circumstances, but also to stay true to our beliefs. At Investing Ethically, our focus is always on you, with our knowledge helping you to adapt in a way that feels comfortable and progressive.