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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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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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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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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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…
DetailsWe hope you are all well and staying safe. In recent months we have been working from home but – as the lock-down eases – we are now carefully returning to our office. We are operating a ‘pod’ system, with a smaller number of colleagues in the office on any given working day. Please feel…
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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…
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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…
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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…
DetailsOur 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…
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