Business Details
28 Years
experience
Ethical Financial Planning Solutions
Investing Ethically was founded 25 years ago with an ethical approach rooted in Quaker principles of honesty, transparency, and simplicity. Our team of four Chartered Financial Planners, with over 60 years of combined experience, provides independent advice on pensions, investments, insurance, trusts, and long-term financial goals. We prioritise understanding clients' values to align their finances with ethical priorities, offering transparent fee structures and ongoing support.Based in Norwich, we serve clients across the UK through in-person or online meetings, reducing our carbon footprint. Accredited by the Chartered Insurance Institute and committed to the Norfolk Carbon Charter (Gold), Women in Finance Charter, and Living Wage Foundation, we support local and national charities. Our initial consultation is free, with no obligation, reflecting our commitment to accessible, client-centric service.
Services
Investment Planning
Retirement Planning
Insurance Protection
Trustee Investment
Employer Services
Cashflow Planning
Details
- Year established: 1998
Highlights and features
- 25 years of dedicated ethical financial expertise
- Chartered status awarded by the Chartered Insurance Institute
- Over 60 years combined experience in ethical investing
- Independent advice from the whole of the market
- Active support for local and national charities
Associations and certifications
- Chartered Insurance Institute
- UK Sustainable Investment and Finance Association
- Norfolk Carbon Charter
- Women in Finance Charter
- Living Wage Foundation
What people say
Life-changing advice
Invaluable long-term support
Ethical concerns understood
Friendly trustworthy team
Excellent organisation
Services
Investment Planning
We help clients grow capital through ethical investments aligned with their values. Our specialists analyse financial goals and risk tolerance to create tailored portfolios. By combining market expertise with ethical screening, we ensure investments support environmental and social causes while delivering competitive returns.
Retirement Planning
Our retirement planning service focuses on creating sustainable income streams through ethical pension solutions. We assess clients' desired lifestyle, existing provisions, and tax implications to develop comprehensive strategies. Regular reviews ensure plans adapt to changing circumstances and evolving ethical priorities.
Insurance Protection
We provide ethical insurance solutions that protect families while supporting responsible businesses. Our approach evaluates clients' specific needs to recommend policies that align with their values. We prioritise providers with strong environmental, social, and governance credentials.
Trustee Investment
Our trustee investment service combines fiduciary responsibility with ethical considerations. We guide clients through establishing trusts that reflect their values while ensuring legal compliance. The service includes ongoing portfolio management and regular performance reporting.
Employer Services
We help businesses implement ethical employee benefits packages, including pension schemes and protection plans. Our solutions enhance staff retention while maintaining ethical standards. We provide education sessions to help employees understand their options and make informed decisions.
People
Phil Cockrell
Director and Chartered Financial Planner
With over 20 years in ethical finance, Phil specialises in creating investment strategies that align with clients' values while delivering financial returns. His expertise in sustainable investing helps clients navigate complex ethical considerations.
Lisa Hardman
Director and Chartered Financial Planner
Lisa focuses on making financial planning accessible and understandable. She helps clients integrate their ethical priorities into investment decisions, with particular expertise in supporting LGBTQ+ clients and addressing their unique financial needs.
Andy Hockaday
Director and Chartered Financial Planner
Andy brings extensive experience in ethical pension planning. He specialises in helping clients transition to retirement while maintaining their ethical investment principles through comprehensive cashflow management strategies.
Donna Nelson
Financial Planner
Donna provides personalised financial advice with a focus on environmental sustainability. She helps clients understand how their investments can contribute to climate solutions while maintaining financial viability.
Tracey Miles
Office Manager
Tracey ensures smooth operations while maintaining the company's ethical standards. She oversees administrative processes and client communications, ensuring all practices align with the firm's sustainability commitments.
Questions
What is ethical investment?
Ethical investment aligns financial decisions with personal values by considering environmental, social, and governance factors alongside financial returns.
How do you align investments with client values?
We use detailed ethical questionnaires and screening processes to exclude harmful sectors and prioritise investments that match clients' specific values.
What services do you offer?
We provide investment planning, retirement advice, insurance protection, trust management, and employer services with ethical considerations.
How are your fees structured?
We offer transparent fee structures including annual management fees (0.6%-0.75%), hourly rates, or commission-based options for insurance products.
Is there a minimum investment requirement?
We work with clients at various investment levels, focusing on suitability rather than minimum thresholds.
How do you differ from other financial advisers?
Our exclusive focus on ethical investing, Chartered status, and commitment to sustainability certifications set us apart from generalist advisers.
Reviews (1)
Abi Oliver
May 09, 2017
Report
I have always found that the staff at Investing Ethically go out of their way to help you and give the soundest possible advice. If you are keen to make connections about where your money goes and how it affects the lives of others, I would thoroughly recommend them.
