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.

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. 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're here to help. Any initial consultation will be free and without any commitment. So get in touch today.

Investing Ethically Ltd

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Investing Ethically Ltd

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