Investing Ethically’s Chartered planner Lisa, shortlisted for 2018 Financial Adviser of the Year

The Women in Finance Awards celebrate individuals and organisations leading change, breaking down barriers. Creating new possibilities for equal representation in the world of finance. Shortlisted Financial Adviser of the Year 2018 We are proud to announce that Lisa at our office has been shortlisted in the prestigious Financial Adviser of the Year category. There were more than 1,000…

MiFID II (we love an acronym)

You may have noticed us referring to ‘new legislation’ and ‘MiFID II’ over recent months (equally you may not!). As this major piece of legislation has been formally adopted from the start of the year, we thought it might be useful to summarise some of the changes we face as an industry and what it…