We are financial planners specialising in ethical finance – and we’re passionate about it! We can help you take your principles into account, so your money can make a positive difference in the world.
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About Investing Ethically
Since we started, over 20 years ago, we’ve built our business with an ethical approach. It’s at the heart of who we and what we do. We care about the world and its people. We were originally founded on Quaker principles, and values such as honesty, transparency and simplicity remain central to how we operate.
As a client, we’ll work hard to get to know you – your life, your needs, your values. We want to build a long-lasting relationship based on trust. We are patient and we’ll encourage you to take the time to understand and make the right decisions.
As Financial Planners we provide advice on pensions, investments, and other financial products – but we also offer much broader support on planning, budgeting and meeting long-term goals in life. We are independent, so are not tied to any specific financial institution. This means our clients have access to products from the whole of the market.
Our four financial planners have over 60 years’ combined experience in ethical investing. We’re also Chartered – a status awarded by the CII (Chartered Insurance Institute) to firms showing eminence in the profession.
We’re based in Norfolk, with clients across the UK. We’ll meet with clients in person, although often now we’ll do meetings online – reducing travel and helping cut our carbon footprint.
We’re a small business, where everyone in the team is valued. We’re signed up to the real Living Wage, the Norfolk Carbon Charter, and the Women in Finance Charter. We have won Sustainable Ethical Planner of the Year and been finalists in Small Adviser of the Year and the Women in Finance Awards. We’re also active in our support for local and national charities.
Above all, we are here to help. Any initial conversation you have with us will be free and without any commitment. So get in touch today.
I am so pleased I contacted Investing Ethically all those years ago and began the beneficial relationship which I find invaluable now. This has been especially supportive for my children when they took responsibility for their own investments and more recently for myself during a bereavement.
Mel, Ulverston
Just to say thank you very much for your continuing support over the years. I am so relieved to have a bit of the burden of financial planning and investment taken off me. It is an excellent organisation and I recommend it to anyone who wants financial advice.
Gill, Norfolk
I'm a member of the LGBTQ++ community and I've always appreciated how comfortable and respectful Andy and Phil are with this (do not assume that even these days this is always the case!). Being a specialist ethical company, I'm comfortable that my concerns and attitudes are understood.
Lois, Norfolk
24 Years of Investing Ethically
We’ve built our business on an ethical approach. It’s at the heart of who we are and what we do.
Contact us today
Our affiliations
Chartered Insurance Institute
Our prestigious Chartered accreditation from the Chartered Insurance Institute recognises our commitment to excellent business practices, qualifications and ethics.
UKSIF
The UK Sustainable Investment and Finance Association is the membership association for sustainable and responsible financial services, promoting their growth and development.
Norfolk Carbon Charter
In 2018, we embraced the Norfolk Carbon Charter as part of our commitment to managing and reducing our carbon footprint. We’ve made changes to how we operate and have progressed from Bronze to Silver accreditation.
Women in Finance Charter
We’ve been a signatory to the Women in Finance Charter since 2018, highlighting our commitment to gender diversity and a more balanced and fair financial services industry.
Living Wage Foundation
We pledged our support to the real Living Wage back in 2018, which ensures that employees receive a wage that genuinely meets their everyday needs. This wage rate is voluntarily paid by businesses who value the well-being of their staff.
Supporting our community
We’re only a small company, but we’re pleased to provide support to a number of local and national charities, each of which we feel makes a big contribution to important causes.
Donna Nelson | Financial Planner
Read more about our team.
Freedom from Torture
Freedom from Torture is dedicated to healing and protecting people who have survived torture. They provide therapies, medically document torture, and provide legal and welfare help. They expose torture globally, fight to hold torturing states to account and campaign for fairer treatment of torture survivors in the UK.
Wheatfen Nature Reserve
Wheatfen is a beautiful and nationally-important nature reserve in the heart of the Norfolk Broads, a home to the rare Swallowtail butterfly. It is managed by the Ted Ellis Trust – preserving the legacy of Ted Ellis, one of Britain’s great naturalists.
Stepping Stones
Stepping Stones provides a safe environment in which adults with learning disabilities can access education and training. Their mission is to increase students’ knowledge and confidence, encouraging them to lead more independent and fulfilling lives within their community.
Norwich Food Hub
Norwich Food Hub works to tackle food poverty by reducing the amount of edible food being wasted. They collect surplus food from local retailers, sort and store it, and then redistribute it to other local charities who get it to the people who need it.
Growth in ethical investing has resulted in much greater choice
Growth in ethical investing has resulted in much greater choice. This comes with new challenges, get in touch today and discuss your options.
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Latest news articles
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Introduction
As an expert in ethical finance, I have extensive knowledge and experience in the field of financial planning with a focus on making a positive difference in the world. I am passionate about ethical investing and have been actively involved in this area for over 20 years. My expertise is demonstrated through my deep understanding of ethical principles, financial products, and the impact of investments on society and the environment.
Ethical Approach and Values
Investing Ethically, the financial planning firm I represent, was founded on Quaker principles, which emphasize honesty, transparency, and simplicity. These values continue to be at the core of our business operations. We care deeply about the world and its people, and we believe that financial decisions should align with one's principles.
Services Offered
As Financial Planners, we provide advice on pensions, investments, and other financial products. However, our support extends beyond that. We assist our clients in planning, budgeting, and achieving their long-term goals in life. We take the time to understand our clients' needs and values to build a long-lasting relationship based on trust.
Independence and Expertise
Investing Ethically is an independent firm, which means we are not tied to any specific financial institution. This independence allows us to provide our clients with access to products from the entire market, ensuring that their financial needs are met with a wide range of options.
Our team of four financial planners has a combined experience of over 60 years in ethical investing. We are also proud to be Chartered, a status awarded by the Chartered Insurance Institute (CII) to firms that demonstrate eminence in the profession. This recognition reflects our commitment to excellence and ethical practices.
Commitment to Sustainability and Social Responsibility
We are based in Norfolk and have clients across the UK. While we value in-person meetings, we also embrace online meetings to reduce travel and minimize our carbon footprint. Sustainability is important to us, and we actively participate in initiatives such as the Norfolk Carbon Charter, which recognizes our efforts in managing and reducing our carbon footprint.
We are committed to gender diversity and equality in the financial services industry and have been signatories to the Women in Finance Charter since 2018. Additionally, we are proud to support the real Living Wage, ensuring that our employees receive a wage that meets their everyday needs.
Awards and Community Involvement
Investing Ethically has been recognized for our sustainable and ethical practices. We have won the Sustainable Ethical Planner of the Year award and have been finalists in the Small Adviser of the Year and Women in Finance Awards.
We actively support local and national charities, including organizations such as Freedom from Torture, Wheatfen Nature Reserve, Stepping Stones, and Norwich Food Hub. We believe in making a positive impact beyond financial planning and investing.
Conclusion
With our deep expertise in ethical finance, commitment to sustainability, and dedication to making a positive difference, Investing Ethically is here to help you align your financial decisions with your principles. We offer free initial conversations and are ready to assist you in creating a long-lasting and impactful financial plan. Contact us today to start your ethical investing journey.
