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…
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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…
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We are excited to announce we have been shortlisted for the 2018 Money Marketing Small Adviser of the Year award. After applying we have attended a further interview and await the results at the award ceremony in June. It was open to firms that have been in existence for at least 12 months and that are able to demonstrate a good…
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Promoting Ethical Shopping and Ethical Business in Support of the Development of a Better World In the current economic context, we all need to spend money to purchase basic things. But it is often overlooked how, while out shopping, we can all assist in creating a better world through the simple choices we make. By…
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We are pleased to announce that we have signed the HM Treasury Women in Finance Charter. Committing Investing Ethically Ltd to a pledge for gender balance across financial services. Women in Finance Charter A balanced workforce is good for business, good for customers, good for profitability and workplace culture, and increasingly attractive for investors. We signed…
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If you paid to register a Power of Attorney in England or Wales between 1 April 2013 and 31 March 2017, you’re owed a refund of up to £54. Under a new Government scheme, those who paid a registration fee for a Lasting Power of Attorney in that period can apply for a partial refund…
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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…
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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…
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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…
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Finances under the carpet It’s no use putting it off any longer. Unfortunately it won’t go away and none of us are invincible. Our heads need to come out of the sand or from under the carpet and we need to have a good look. What funds are we investing in and what on earth…
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