Investing Ethically Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
Investing Ethically Ltd, 31 Whiffler Road, Norfolk, Norwich, NR3 2AW
Investing Ethically Ltd was established in 2000. It was founded on the Quaker principle of ethical responsibility, with each member of the team chosen because they share similar beliefs. What we have created is a family environment that allows each employee to flourish. We believe that Investing Ethically can only succeed if all members are pulling in the same direction. This is why the company is democratically run by its directors, with all decisions made with a majority at our monthly business meetings. We trust in each other and in our united values, and it is this sense of community that we are able to share with our clients.
Investing Ethically offer a nationwide service, supporting clients from our East Anglia base. The first consultation is always at our own expense and without obligation. We prefer to meet in person but on occasions where this isn’t possible, can also offer advice via email, telephone, post, FaceTime or Skype.
Our combined 50 years’ experience in ethical investment, is our biggest asset. This is because we work as an adviser team, giving our clients the opportunity to tap into decades of knowledge. You benefit from the collective understanding of the firm.
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. We value our relationships with clients above all else, 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 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.
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