Investing Ethically Ltd

Independent Financial Adviser Investing Ethically Ltd, 31 Whiffler Road, Norfolk, Norwich, NR3 2AW
FCA verified
15th October 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Philip Cockrell
Director/Chartered Financial Planner
adviser-person
Andrew Hockaday
Director/Chartered Financial Planner
adviser-person
Lisa Hardman
Director/Chartered Financial Planner
Where to find us

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

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.

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

Investing Ethically Ltd is authorised and regulated by the Financial Conduct Authority and employ an external independent compliance service to ensure the highest standard of advice.
Members of:-
- The Ethical Investment Association-a group of ethical specialist IFAs who meet regularly to develop their understanding of ethical investment issues.

- The UK Sustainable Investment and Finance Association-an industry-wide grouping campaigning for a more ethical and sustainable approach to investment in the UK.

- The Chartered Insurance Institute are a professional body who promote higher standards of integrity, technical competence and business capability

- The Personal Financial Society

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