Here at Investing Ethically Ltd we’ve held corporate Chartered status since 2017, and we’ve just been re-accredited for 2023. Only a minority of financial advice firms are chartered – and we’re delighted to again be recognised in this way.
Chartered status is awarded to Financial Planners showing eminence in the profession, by the Chartered Insurance Institute (CII). Achieving chartered status shows a firm’s commitment to customer service, professional development, and equality and fairness.
In addition, all three of our Director advisers are individual chartered financial planners, and our newest fourth adviser is on route. For us it’s all part of building long-term relationships with our clients, based on openness and trust.
If you’d like to know more about how Investing Ethically can help you plan your financial affairs – and invest your money to make a positive difference in the world – then please get in touch.