We are Chartered Financial Planners

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.


Our Team | The Investing Ethically team gathered together.

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.

Investing Ethically | Roundel Logotype

Investing Ethically
31 August 2023

This article is for information purposes only. None of the content should be considered a personal recommendation to invest in any of the companies or funds listed. You should seek personal financial advice before considering investments.

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Financial planning can sometimes seem daunting. Whether you are new to the practice, or have some experience, it is important that you choose an adviser you can connect with.

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