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.


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. You can view the Code at

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.

We are committed to maintaining the standards associated with our founding principles, which is why we are members of the following organisations:

The Ethical Investment Association

The Ethical Investment Association is a group of ethical specialist IFAs who meet regularly to develop their understanding of ethical investment issues.

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.

Professional Links

Foundation East

Foundation East is an industrial and provident society that provides business finance in the East of England.

Phone Co-op

The Phone Co-op is a consumer co-operative that offers services for phone, broadband and mobile contracts.

Triodos Bank

Triodos Bank believe that profit doesn’t need to be at the expense of the world’s most pressing environmental problems.

Professional Affiliations

The UK Sustainable Investment and Finance Association

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

The Chartered Insurance Institute

The Chartered Insurance Institute are a professional body who promote higher standards of integrity, technical competence and business capability.

Affinity Partners

Investing Ethically has a number of fund raising arrangements with organisations whose activities we support. Below are some of these organisations:

Freedom from Torture

Freedom from Torture work with survivors of torture. They assist, protect and promote the rights of torture survivors living in the UK.

Global Justice Now

Global Justice Now are a democratic social justice organisation. They work as part of a global movement to challenge the powerful and create a more just and equal world.

The Campaign Against Arms Trade (CAAT)

The Campaign Against Arms Trade (CAAT) in the UK works to end the international arms trade, which has a devastating impact on human rights, security and economic development.

Centre for Alternative Technology

The Centre for Alternative Technology is an education and visitor centre that demonstrates practical solutions for sustainability. They emphasise green living, including eco-sanitation and organic growing.

Christian Aid

The Christian Aid vision is an end to poverty. They work globally for social justice and enact profound change to eradicate the causes of poverty, achieving equality, dignity and freedom for all.

ETA Insurance

ETA is an ethical motoring organisation and sustainable travel lobby group. They support vital environmental projects in Britain and throughout the world.

Greenhouse Trust

The Greenhouse Trust was set up in 1995 to fund specific environmental and conservation projects. The primary function of the Trust is to encourage sustainable development for SMEs.


Naturesave are the leading ethical insurance provider in the UK. Naturesave donate 10% of selected annual premiums to their charity, The Naturesave Trust, which supports environmental projects across the UK.