Top 100 Recognition

Each year, New Model Adviser magazine publishes their ‘Top 100′ financial planning businesses in the UK.  They assess companies’ performance based on a range of criteria, identifying those they believe are doing a great job for clients and staff and contributing to the profession as a whole. It’s always nice to be recognised…so we’re pleased…

Our Chartered Status

We’re pleased that Investing Ethically has retained Chartered Financial Planner status with the Chartered Institute of Insurance (CII).  Achieving Chartered status demonstrates a company’s commitment to customer service, professional development, and equality and fairness – with values, practices and policies that align with the CII Code of Ethics.  For us it’s part of showing our dedication…

Our office is re-opening!

We hope you are all well and staying safe. In recent months we have been working from home but – as the lock-down eases – we are now carefully returning to our office. We are operating a ‘pod’ system, with a smaller number of colleagues in the office on any given working day. Please feel…