We are ethical financial planners
As financial planners we’ll help you understand your options and make better-informed decisions. As ethical specialists we’ll help you take your principles into account, so your investments can make a positive difference in the world. As people, we’ll take time to get to know you – and what matters to you – and we’ll be there for the years to come.
What ethical financial planning means to us
Ethical financial planning reflects the powerful combination of our company ethos and the service that we provide. As a business we’re built on shared values of honesty, integrity and teamwork. For our clients we provide personalised financial solutions which make a clear and positive contribution to the world, and the benefits of engaging with a genuinely ethical company.
Choosing where you invest your money is a powerful way to support change in the world
What is ethical investment?
As ethical specialists, we’ll work to understand what matters to you and explain how your money might be invested to match your values.
Investments may be more volatile in the short term, but there is no evidence that investing your money ethically will adversely affect long term financial performance. You will have the benefit of contributing to real change.
Ethical funds' performance compares very well to those without ethical screening
Why use a financial planner?
People can be unsure about taking financial advice, and whether it’s worth it. Evidence shows that there are real financial benefits. Just as importantly, we find that clients value having an objective ‘sounding board’. Knowing there is someone you can trust and talk to, as needed, can bring real peace of mind.
Supporting our community
We’re pleased to support a number of local and national charities who make a difference for causes we believe in. Currently these include Freedom from Torture, Wheatfen Nature Reserve, Stepping Stones, and Norwich Food Hub.
Making meaningful contributions
It really matters to me that we are offering solutions that help make a meaningful difference to our planet. The word ‘ethical’ means different things to all of us, and we all have our own preferences and passions. I enjoy finding out what motivates clients, and learning about any steps they might be taking to make their lives a little ‘greener’ – habits that are having a positive impact on the world around us.
Latest news articles
The new tax year
We’re a Real Living Wage Employer
Who are our affiliates
We belong to a range of organisations that reflect our commitment to excellent service and ethical business practices.
Chartered Insurance Institute
UK Sustainable Investment and Finance Association
Women in Finance Charter
Living Wage Foundation