Investing Ethically’s Chartered planner Lisa, shortlisted for 2018 Financial Adviser of the Year

The Women in Finance Awards celebrate individuals and organisations leading change, breaking down barriers. Creating new possibilities for equal representation in the world of finance. Shortlisted Financial Adviser of the Year 2018 We are proud to announce that Lisa at our office has been shortlisted in the prestigious Financial Adviser of the Year category. There were more than 1,000…

Investing Ethically Ltd are proud to sign up to HM Treasury Women In Finance Charter

We are pleased to announce that we have signed the HM Treasury Women in Finance Charter. Committing Investing Ethically Ltd to a pledge for gender balance across financial services. Women in Finance Charter A balanced workforce is good for business, good for customers, good for profitability and workplace culture, and increasingly attractive for investors. We signed…

MiFID II (we love an acronym)

You may have noticed us referring to ‘new legislation’ and ‘MiFID II’ over recent months (equally you may not!). As this major piece of legislation has been formally adopted from the start of the year, we thought it might be useful to summarise some of the changes we face as an industry and what it…

Stuck in the mud

Yesterday our office adventured into the great outdoors as volunteers at one of our favourite Norfolk fens. As important as Mount Everest Wheatfen Broad is one of the most important sites of its kind in Britain. David Bellamy once said “Wheatfen Broad is, in its way, as important as Mount Everest or the giant redwood…

Investing Ethically approved for the Bronze level of the Norfolk Carbon Charter

More exciting news, we have been approved for the Bronze level of the Norfolk Carbon Charter.  Demonstrating that we are a clearly environmentally aspirational company, progressing through the Carbon Charter process as data permits. What does that mean? This level recognises organisations who are taking their environmental responsibility seriously, with effective carbon monitoring and reduction plans in place. First…