Investing Ethically Ltd

Independent Financial Adviser  Investing Ethically Ltd, Norfolk, Norwich, NR3 2AW
check
FCA authorised
Last authorised 28th June 2021
Whereas some firms claim to dabble in ethical markets, we have built a company on the principles of ethical investment.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Meet our advisers
MISS Lisa Hardman
Director/Chartered Financial Planner
MR Andrew Hockaday
Director/Chartered Financial Planner
MR Philip Cockrell
Director/Chartered Financial Planner
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Investing Ethically Ltd, 31 Whiffler Road, Norfolk, Norwich, NR3 2AW

Similar advisers near you

Independent Financial Adviser 0.65 mi
Financial advice from the name you can trust
 
Restricted - whole of market 0.72 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Restricted - whole of market 1.64 mi
With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
 
Restricted - whole of market 1.64 mi
I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.