Professional Links

It is important that at Investing Ethically we practise what we preach. In order to offer ethically responsible advice, we must be committed to being ethical ourselves. It is for this reason that we only affiliate with organisations that care as deeply about sustainability and environmental issues as we do.

Memberships & Accreditations

Chartered Insurance Institute

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). 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.

This is the industry’s gold standard for firms of financial planners. It confirms that we have  highly-qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

Furthermore, in addition to our Corporate Chartered Status – three of our advisers are also individually accredited as Chartered Financial Planners.

Why use a Chartered Financial Planner?

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

Ethical Links - Norwich Financial Advisers


The UK Sustainable Investment and Finance Association (UKSIF) is the membership association for sustainable and responsible financial services.

Norfolk Carbon Charter

We signed-up to the Norfolk Carbon Charter in 2018 as part of our commitment to managing and reducing our carbon footprint.  We progressed from Bronze to Silver accreditation in 2020.

Norwich Ethical Investment & Financial Advisers

Quakers and Business

The Quakers and Business Group promote Quaker values in business and the workplace, providing supportive network for those who uphold these principles.

Living Wage Foundation

We signed-up to the real Living Wage in 2018.  This is the UK wage rate that is voluntarily paid by businesses who believe their staff deserve a wage which meets real everyday needs.

Women in Finance Charter

We were one of the first signatories to the Women in Finance Charter, in 2016, reflecting our commitment to gender diversity and a more balanced and fair financial services industry.

Organisations that we support

Investing Ethically is pleased to support the work of a number of national and local charities.  Currently these include:

Freedom from Torture

Freedom from Torture is dedicated to healing and protecting people who have survived torture. They provide therapies, medically document torture, and provide legal and welfare help. They expose torture globally, fight to hold torturing states to account and campaign for fairer treatment of torture survivors in the UK.

Wheatfen Nature Reserve

Wheatfen is a beautiful and nationally-important nature reserve in the heart of the Norfolk Broads, a home to the rare Swallowtail butterfly. It is managed by the Ted Ellis Trust – preserving the legacy of Ted Ellis, one of Britain’s great naturalists.

Stepping Stones

Stepping Stones provides a safe environment in which adults with learning disabilities can access education and training. Their mission is to increase students’ knowledge and confidence, encouraging them to lead more independent and fulfilling lives within their community.