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 of showing our dedication to building long-term relationships with our clients, based on trust and openness. We’ve held Chartered status since 2017 and – as only a minority of Financial Advice firms hold this – we’re delighted to be recognised in this way.
