“We have always found you to be a superb company to deal with. As customers of some years standing it seems to us that the experience keeps improving.”
“Helpful that we were able to use phone/skype to conduct the meeting given the distance between the Trustees”
“Delighted to be working with Investing Ethically, the sense of excellent client relations plus knowledge and professionalism is spot on.”
In 2020 we celebrated our twenty year anniversary at Investing Ethically Ltd. This link takes you to an article looking back over that time: how we started, the growth of ethical investment, the evolving nature of financial advice, and how we’ve developed as a company.
Who we are
Investing Ethically Ltd was established in 2000. It was founded on the Quaker principle of ethical responsibility, with each member of the team chosen because they share similar beliefs. What we have created is a family environment that allows each employee to flourish. We believe that Investing Ethically can only succeed if all members are pulling in the same direction. This is why the company is democratically run by its directors, with all decisions made with a majority at our monthly business meetings. We trust in each other and in our united values, and it is this sense of community that we are able to share with our clients.
Investing Ethically offer a nationwide service, supporting clients from our East Anglia base. The first consultation is always at our own expense and without obligation. We prefer to meet in person but on occasions where this isn’t possible, can also offer advice via email, telephone, post, FaceTime or Skype.
Our combined 50 years’ experience in ethical investment, is our biggest asset. This is because we work as an adviser team, giving our clients the opportunity to tap into decades of knowledge. You don’t just enlist the services of the adviser you meet; you benefit from the collective understanding of the firm.
We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
Whereas some firms may claim to dabble in ethical markets, we have built a company on the principles of ethical investment. We are specialists, with an understanding of the industry that surpasses other firms. The fact that our advisers remain independent is extremely important, as it allows us to review each market as a whole and only ever recommend the most suitable option for you.
Passion isn’t something you usually associate with IFA’s. Instead, the relationship between adviser and client is often purely transactional, and the advice offered a ‘one-size-fits-all’ solution. At Investing Ethically, we value our relationships with clients above all else. Because we take the time to know you, we can offer real choice. This enables us to feel passionate about succeeding, and for our clients to reap the benefits.
In keeping with the advice we offer, Investing Ethically buys Fairtrade produce and eco-friendly cleaning products, as well as recycles waste. We are corporate members of Triodos Bank and ‘The Phone Co-op’, an ethical phone, broadband and mobile provider. Our printer owns Norfolk’s first carbon balanced publication printer, with recent investment in electricity usage resulting in a 20 tonne reduction in carbon dioxide emissions.