Benjamin Foundation Christmas Appeal

With the Festive Season on the way, the Investing Ethically elves have been busy collecting and delivering presents – for the Benjamin Foundation’s Christmas Appeal.  The Benjamin Foundation is a local charity, making a huge difference to the lives of children, young adults, and their families experiencing challenges in Norfolk and Suffolk.  We’re pleased to…

Exam Success in the office

Debbie in our office has successfully passed the Chartered Insurance Institute exam on Financial Protection and Hannah also passed the Financial Services, regulation and ethics exam.  These exams both form part of the Diploma in Regulated Financial Planning which both ladies are working towards. Achieving the Diploma qualification allows them to work as an adviser (subject to other regulatory requirements). To achieve…