Each year, New Model Adviser magazine publishes a list of the financial planning businesses they think are doing a great job for clients and staff and contributing to the financial advice profession as a whole. We’re delighted to learn that not only has Investing Ethically made it onto the ‘Top 100’, but we’ve been specifically recognised as Best in ESG Investment (Environmental, Social & Governance).
It’s always good to receive recognition, so we couldn’t resist sharing some of the nice things they have to say about us!
- “…help clients invest in companies that are responding to the challenges facing humanity and the environment while still making a profit for investors.”
- “…engages directly with fund managers and ethical analysts, and its advisers relay this information in clear, plain English to their clients.”
- “…using environmentally friendly products in the running of the business… and the team engage in working with local environmental charities.”
- “…committed to workplace diversity…..also offered flexible working, making it a friendly business for families”
PS – and if that’s not enough, there’s also a fun picture of Lisa looking sporty in her scuba gear!