We are Investing Ethically

We are financial planners specialising in ethical finance – and we’re passionate about it! We can help you take your principles into account, so your money can make a positive difference in the world.

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About | Members of the team discussing the latest ethical trends.
About | Couple enjoying a cuppa in the outdoors.

About Investing Ethically

Since we started, over 20 years ago, we’ve built our business with an ethical approach. It’s at the heart of who we are and what we do. We care about the world and its people. We were originally founded on Quaker principles, and values such as honesty, transparency and simplicity remain central to how we operate.

As a client, we’ll work hard to get to know you – your life, your needs, your values. We want to build a long-lasting relationship based on trust. We are patient and we’ll encourage you to take the time to understand and make the right decisions.

As Financial Planners we provide advice on pensions, investments, and other financial products – but we also offer much broader support on planning, budgeting and meeting long-term goals in life. We are independent, so are not tied to any specific financial institution. This means our clients have access to products from the whole of the market.

Our four financial planners have over 60 years’ combined experience in ethical investing. We’re also Chartered – a status awarded by the CII (Chartered Insurance Institute) to firms showing eminence in the profession.

We’re based in Norfolk, with clients across the UK. We’ll meet with clients in person, although often now we’ll do meetings online – reducing travel and helping cut our carbon footprint.

We’re a small business, where everyone in the team is valued. We’re signed up to the real Living Wage, the Living Pension initiative, the Norfolk Carbon Charter, and the Women in Finance Charter. We have won Sustainable Ethical Planner of the Year and been finalists in Small Adviser of the Year and the Women in Finance Awards. We’re also active in our support for local and national charities.

Above all, we are here to help. Any initial conversation you have with us will be free and without any commitment. So get in touch today.

24 Years of Investing Ethically

We’ve built our business on an ethical approach. It’s at the heart of who we are and what we do.

Our affiliations

About Affiliations | Chartered Financial Planners.

Chartered Insurance Institute

Our prestigious Chartered accreditation from the Chartered Insurance Institute recognises our commitment to excellent business practices, qualifications and ethics.

About Affiliations | UK Sustainable Investment and Finance Association.


The UK Sustainable Investment and Finance Association is the membership association for sustainable and responsible financial services, promoting their growth and development.

About Affiliations | Norfolk Carbon Charter.

Norfolk Carbon Charter

In 2018, we embraced the Norfolk Carbon Charter as part of our commitment to managing and reducing our carbon footprint. We’ve made changes to how we operate and have progressed from Bronze to Silver accreditation.

About Affiliations | Women in Finance Charter.

Women in Finance Charter

We’ve been a signatory to the Women in Finance Charter since 2018, highlighting our commitment to gender diversity and a more balanced and fair financial services industry.

About Affiliations | Living Wage Foundation.

Living Wage Foundation

We pledged our support to the real Living Wage back in 2018, which ensures that employees receive a wage that genuinely meets their everyday needs.  In 2024 we also became one of the first 30 organisations accredited to the new Living Pension standard.

Donna Nelson | Financial Planner

Supporting our community

We’re only a small company, but we’re pleased to provide support to a number of local and national charities, each of which we feel makes a big contribution to important causes.

Donna Nelson | Financial Planner

Growth in ethical investing has resulted in much greater choice

Growth in ethical investing has resulted in much greater choice. This comes with new challenges. Get in touch today and discuss your options.

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