Man planting new trees at local community park.

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.

Phil Cockrell | Director and Chartered Financial Planner

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 financial planners 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.

Phil Cockrell | Director & Chartered Financial Planner

Choosing where you invest your money is a powerful way to support change in the world

Growth in ethical investing has resulted in much greater choice. This comes with new challenges. Get in touch today and discuss your options.

What is ethical investment?

As ethical specialist financial planners, 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

Andy Hockaday | Director and Chartered Financial Planner.

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.

Andy Hockaday | Director and Chartered Financial Planner

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.

Working and supporting in the local community.
Donna Nelson | Financial Planner

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.

Donna Nelson | Financial Planner

Who are our affiliates

We belong to a range of organisations that reflect our commitment to excellent service and ethical business practices.

Chartered Financial Planners.

Chartered Insurance Institute

UK Sustainable Investment and Finance Association.

UK Sustainable Investment and Finance Association

Carbon Charter.

Carbon Charter

Women in Finance Charter.

Women in Finance Charter

Living Wage Foundation.

Living Wage Foundation

You never know what is coming over the horizon

We believe in working hard for you, keeping you well informed and up-to-date.

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