Investing Ethically

31 Whiffler Road

Contact Person

Lisa Hardman
Director & Chartered Financial Planner
01603 309020
DescriptionInvesting Ethically is a firm of Chartered financial advisers who care deeply about ethical investment. Our clients come from a variety of backgrounds, each with a diverse range of beliefs and ethics. Our skilled team is able to empathise with these values and share their knowledge in order to support clients to invest in the things they support, as well as avoid those they don't. By guiding individuals through the ethical choices available, our advisers help them to make the right decisions and develop relationships that last a lifetime. We understand and empathise with clients' goals and ambitions and present ethically driven opportunities that are financially suitable. In 2020 we celebrated our 20 year anniversary, and our adviser team has over 80 years collective experience in financial services. We are proud to have Corporate Chartered Status accredited with the CII, which we've held since 2017.ApproachWhereas some firms may claim to dabble in ethical markets, we have built a company on the principles of ethical investment. We are specialists, with an understanding of the industry that surpasses other firms. The fact that our advisers remain independent is extremely important, as it allows us to review each market as a whole and only ever recommend the most suitable option for you. Passion isn't something you usually associate with IFA's. Instead, the relationship between adviser and client is often purely transactional, and the advice offered a 'one-size-fits-all' solution. At Investing Ethically, we value our relationships with clients above all else. Because we take the time to know you, we can offer real choice. This enables us to feel passionate about succeeding, and for our clients to reap the benefits. We have the freedom to explore, scrutinise and recommend the exciting and diverse range of ethical investment opportunities available. In keeping with the advice we offer, Investing Ethically buys fairtrade produce and eco-friendly cleaning products, recycle our waste, and support a number of local and national charities. We have 'Silver' certification for the Norfolk Carbon Charter. We are Living Wage employers and signatories to the Women in Finance Charter.