News & Events

As a firm that offers support and guidance to clients each and every day, we wanted to find a way to share our knowledge and understanding of industry trends. Our dedicated News and Events page is a catalogue of internal updates and global ethical news stories. We encourage you to read, share and comment on our posts.

IE News

As the name suggests, our Investing Ethically (IE) news will be specific to the firm. From welcoming new team members, to introducing ethical events; you will learn all you need to know about our team.

IE News Archive

Ethical News

Articles under the Ethical News category will offer a more rounded overview of what is a global sector. To be truly ethical, we make it our duty to stay abreast of immerging markets, to be able to recommend innovative new funds.

Ethical News Archive

Keeping in Touch during Coronavirus Shutdown

  We hope you are all well and staying safe. Following government guidance, we have closed the office and are now all working from home.  We are very much still open for business, although our working patterns have changed.  We have taken the following steps to ensure we continue to be available to answer any…


Celebrating Living Wage Accreditation

Our continued commitment to the Real Living Wage

The ‘Real Living Wage’, calculated by the Living Wage Foundation, is based on the idea that a hard day’s work deserves a fair day’s pay.  The wage rate is based on what employees and their families need to live, and is higher than the Minimum Wage and the government’s ‘National Living Wage’. Here at Investing…


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…


Norwich Ethical Investment & Financial Advisers

‘Best in Class’ for Investing Ethically!

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…


Hello and Goodbye! Team Changes at Investing Ethically.

Our Investing Ethically team continues to grow!  Donna Nelson, who joined us back in February, is making excellent progress on her journey to becoming a financial planner.  Donna is now shadowing Andy, Lisa and Phil – and so clients might well meet her in any upcoming reviews.  This month we’ve also been joined by Tristam…


5th April End of Tax Year

The Tax Year is ending soon. Don’t miss out!

The 5th April marks the end of the Tax Year in the UK. With this date fast approaching, now is a good time to be considering your financial arrangements, particularly to make sure you don’t miss-out on any tax allowances. Please don’t leave it to the last week!   Individual Savings Accounts (ISAs) For the…


Norwich Ethical Investment & Financial Advisers

Meeting of Minds – Jupiter Ecology Fund

Expertise – and our specialisation in ethical investment – is a key part of the service we provide to our clients.  Maintaining this expertise is both exciting and essential!  We work hard to understand how businesses and markets are responding to the challenges of sustainability. Talking with industry leaders is a great way to keep…


Lisa joins panel with other Ethical Investment experts

Earlier this month, Lisa represented Investing Ethically at a roundtable on Environmental, Social & Governance (ESG).  The event – hosted by ‘New Model Advisor’ – brought together industry experts to discuss ethical investment – what’s happening now and what does the future hold?  As you might expect, the debate was wide-ranging and lively! Lisa reflects:…


Norwich ISA & Pension Allowance

Don’t loose your ISA and pension allowance 2018/19

Remember, remember the 5th of April, may not be the rhyme you recall but a rather important date for your finances.  Time to check your ISA & pension allowance 2018/19 before it’s too late. Individual Savings Accounts (ISAs) For the 2018-19 tax year, the maximum allowance is £20,000 for the amount of money that savers can place in an ISA.  This will also…


Ethical Links - Norwich Financial Advisers

Who Funds the World? Get Ready for Good Money Week 2018

Good Money Week is the campaign to help grow and raise awareness of sustainable, responsible and ethical finance. This year, it takes place between 29th September – 5th October 2018. It brings together people from all walks of life and levels of income, financial advisers, charities, faith communities, student groups and financial institutions to help grow…