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. 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.
ApproachSince 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. We’re a small business, where everyone in the team is valued. We’re signed up to the real Living Wage, the Living Pension initiative, 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.