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.

Power of Attorney – Preparing for the Unexpected

It’s never easy to think about the possibility that you won’t be able to make your own decisions in the future. Preparing for the eventuality, completing a Power of Attorney early removes worry and stress at what could be a daunting time.   What is a Power of Attorney? A power of attorney is a legal document…


Investing Ethically’s Chartered planner Lisa, shortlisted for 2018 Financial Adviser of the Year

The Women in Finance Awards celebrate individuals and organisations leading change, breaking down barriers. Creating new possibilities for equal representation in the world of finance. Shortlisted Financial Adviser of the Year 2018 We are proud to announce that Lisa at our office has been shortlisted in the prestigious Financial Adviser of the Year category. There were more than 1,000…


MiFID II (we love an acronym)

You may have noticed us referring to ‘new legislation’ and ‘MiFID II’ over recent months (equally you may not!). As this major piece of legislation has been formally adopted from the start of the year, we thought it might be useful to summarise some of the changes we face as an industry and what it…


Stuck in the mud

Yesterday our office adventured into the great outdoors as volunteers at one of our favourite Norfolk fens. As important as Mount Everest Wheatfen Broad is one of the most important sites of its kind in Britain. David Bellamy once said “Wheatfen Broad is, in its way, as important as Mount Everest or the giant redwood…


Investing Ethically approved for the Bronze level of the Norfolk Carbon Charter

More exciting news, we have been approved for the Bronze level of the Norfolk Carbon Charter.  Demonstrating that we are a clearly environmentally aspirational company, progressing through the Carbon Charter process as data permits. What does that mean? This level recognises organisations who are taking their environmental responsibility seriously, with effective carbon monitoring and reduction plans in place. First…