Archives: Services

“I have come to expect that Phil will offer more than expected – because he always does! 5* service.”

“Thank you for constructing and handling my investment and for the other areas of financial planning you’ve commented on along the way – I found it an encouraging process”

“I want to simply say that the quality of service is very good indeed, considering how greatly I have benefited financially since starting the trust.”

“Investing Ethically went above and beyond at all points in the process to help me make sound and informed decisions. I was really grateful to have their help.”

“Many thanks for yesterday.  I think everyone found it really useful, I certainly did!  I was very pleased with the turnout at the general meeting and the uptake for the individual sessions.  Thanks for all the literature – I will get that put up on the internal site as soon as possible.”

“I’ve been looking through the Review document you prepared for us and have been finding it very interesting. I’m suddenly realising what an exciting thing it is to have a trust fund and all the more so for having one with Investing Ethically.”

“Thank you so much for helping me put this pension in place. Your assistance has been crucial in terms of feeling confident to make this decision. I really appreciate it.”

“I felt that the paperwork and literature was relevant and organised and knew that I could point out and have any queries answered and explained.”

“We’ve been very happy with the service we’ve had from you. We’ve found your advice clear and transparent and have always trusted that our money is in the right place, in terms of both good financial sense and ethical concerns. We already recommend IE when we can, and will continue to do so.”