Our Team

For our clients, the greatest advantage to working with Investing Ethically is the closeness of our team. We have worked hard to create a community within which all members can thrive. Although independent financial advisers, we believe that by working together more can be achieved. We look to develop the same relationships with our clients, allowing them to access and utilise the knowledge of each and every team member.

  • “Always helpful and I enjoy our meetings – Andy always makes time to talk about personal matters – which keeps the investment decisions in context.”

    Melanie, Cumbria
  • “Phil went above and beyond at all points in the process to help me make sound and informed decisions. I was really grateful to have his help.”

    Barbara, Knaresborough

Phil Cockrell
Director/Chartered Financial Planner

Lisa Hardman
Director/Chartered Financial Planner

Andy Hockaday
Director/Chartered Financial Planner

Tracey Miles
Director/Office Manager

Debbie Chettleburgh
Client Relations/Marketing

Charlotte Bailey
Administrator

Aga Arwaj
Administrator