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.

The Real Living Wage

We’re a Real Living Wage Employer

It’s Real Living Wage week and – here at Investing Ethically – we’re marking our support for this important initiative. The Real Living Wage differs from the statutory minimum wages set by the government.  Currently the Minimum Wage (for under 23s) is £10.18 an hour, and the National Living Wage (for over 23s) is £10.42…

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Two women in finance

Women in Finance – Diversity makes a Difference

Lisa talks about Investing Ethically’s continued support for the Women in Finance Charter and the importance of diversity in company management. ­Here at Investing Ethically we’re really committed to being an inclusive workplace, meaning that all our team feel they belong.  As an example, each year since 2018 we’ve been a signatory to the Women…

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We are Chartered Financial Planners

Here at Investing Ethically Ltd we’ve held corporate Chartered status since 2017, and we’ve just been re-accredited for 2023.  Only a minority of financial advice firms are chartered – and we’re delighted to again be recognised in this way. Chartered status is awarded to Financial Planners showing eminence in the profession, by the Chartered Insurance…

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Silver steps for our Carbon Footprint

We signed-up to the Norfolk Carbon Charter back in 2018, as part of our commitment to managing our carbon footprint.  Since our last assessment in 2020 we’ve taken more steps to reduce our footprint – including new double-glazed windows and doors, new LED lighting, encouraging more cycling to work, and a significant reduction in our…

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Our Corporate Chartered Status

We’re pleased that Investing Ethically has again retained our corporate Chartered Financial Planner status with the Chartered Institute of Insurance (CII).  Achieving Chartered status demonstrates a company’s commitment to customer service, professional development, and equality and fairness – with values, practices and policies that align with the CII Code of Ethics.  For us it’s part…

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Investing Ethically

Celebrating 20 Years of Investing Ethically

Although 2020 has been truly challenging for the world, a highlight for us here at Investing Ethically Ltd has been celebrating our twenty year anniversary.  In this article we look back over the last two decades: the growth of ethical investment, the evolving nature of financial advice, and how we’ve developed as a company. A…

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Top 100 Recognition

Each year, New Model Adviser magazine publishes their ‘Top 100′ financial planning businesses in the UK.  They assess companies’ performance based on a range of criteria, identifying those they believe are doing a great job for clients and staff and contributing to the profession as a whole. It’s always nice to be recognised…so we’re pleased…

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Investing Ethically

Investing Ethically during Lockdown

We hope you are well and staying safe. With a new lockdown in place, we have again closed the office and are working from home.  The good news is that we are still very much ‘open for business’ and are continuing to provide a full range of services to clients. The office phone has been…

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Silver Success for our Carbon Footprint

We’re delighted to have improved to Silver level on the Norfolk Carbon Charter!  We signed up to the Charter in 2018 as part of our commitment to reducing our carbon footprint and were accredited to Bronze level.  We’re really pleased that – two years on – we’ve made enough progress to have moved up to…

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Our Chartered Status

We’re pleased that Investing Ethically has retained Chartered Financial Planner status with the Chartered Institute of Insurance (CII).  Achieving Chartered status demonstrates a company’s commitment to customer service, professional development, and equality and fairness – with values, practices and policies that align with the CII Code of Ethics.  For us it’s part of showing our dedication…

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