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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The administration team have been beavering away and three members of staff have managed to gain further exam success in the last 3 months! Charlotte and Debbie achieved the CII R03 Personal Taxation qualification and Hannah passed R04 Pensions and Retirement Planning after many hours spent studying. Standards Professionalism Trust The Chartered Insurance Institute are…
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We are very proud to announce that we have achieved Corporate Chartered Financial Planners status for the third year running. The accolade confirms our commitment to professionalism and giving the very best advice to our clients who are always at the forefront of our business. Being independent allows us to access the whole of the…
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Wheatfen is a magical nature reserve, hidden away near Norwich. In the heart of the Broads, it backs onto the River Yare. The Ted Ellis Trust look after the reserve and run regular events throughout the year. The reserve has open fens, reed beds and woodlands. Thanks to the pioneering efforts of Ted Ellis, it…
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The Living Wage Foundation is the organisation at the heart of the independent movement of businesses, organisations and people who believe that a hard day’s work deserves a fair day’s pay. The campaign for employers to pay a real Living Wage was launched by London Citizens in 2001 and aims to ensure low paid workers…
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The first months of the year are rolling by and we already have exam success in the office. Hannah completed another CII exam, Investment Principles and Risk. The exam syllabus focuses on investments, risks, behaviour and correlation; the macro-economic environment and its effect upon asset classes; investment theories; the impact of risk on investment performance…
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We supported The Benjamin Foundation again this year with Christmas presents for those they support. They are a charity that exists to help people to deal with many of the challenges that life throws at them. Started in Norfolk in 1994, and in 2016 expanded into Suffolk. Their work covers the following areas: Homelessness – Accommodation centres…
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Debbie in our office has successfully passed the Chartered Insurance Institute exam on Financial Protection and Hannah also passed the Financial Services, regulation and ethics exam. These exams both form part of the Diploma in Regulated Financial Planning which both ladies are working towards. Achieving the Diploma qualification allows them to work as an adviser (subject to other regulatory requirements). To achieve…
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