Check the

INVESTING ETHICALLY LIMITED

Company
INVESTING ETHICALLY LIMITED (03948922)

INVESTING ETHICALLY

Phone: 01603 309 020
A⁺ rating

ABOUT INVESTING ETHICALLY LIMITED

“Helpful that we were able to use phone/skype to conduct the meeting given the distance between the Trustees”

“Delighted to be working with Investing Ethically, the sense of excellent client relations plus knowledge and professionalism is spot on.”

Who we are

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 don’t just enlist the services of the adviser you meet; you benefit from the collective understanding of the firm.

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Whereas some firms may claim to dabble in ethical markets, we have built a company on the principles of ethical investment. 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 and only ever recommend the most suitable option for you.

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. At Investing Ethically, we value our relationships with clients above all else. Because 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.

In keeping with the advice we offer, Investing Ethically buys Fairtrade produce and eco-friendly cleaning products, as well as recycles waste. We are corporate members of Triodos Bank and ‘The Phone Co-op’, an ethical phone, broadband and mobile provider. Our printer owns Norfolk’s first carbon balanced publication printer, with recent investment in electricity usage resulting in a 20 tonne reduction in carbon dioxide emissions.

Ethical investment is about positive change and seeing the value of improving a company’s environmental and governance standards. It is about not only understanding sustainability but wanting to actively involve yourself in it. Today there are over 100 ethical funds available to UK investors, with geographical and asset class restrictions no longer a limitation and new investment opportunities becoming available all the time.

“Investing Ethically Ltd, Norwich-Pioneers in the field, with a solid reputation and who we know at Ethical Consumer. They focus on Ethical Investment Advice.”

The production, sale and trade of arms and weapons

(CII). This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

This is the industry’s gold standard for firms of financial planners. It confirms that we have highly-qualified staff who subscribe to the membership conditions of the CII.

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

We are committed to maintaining the standards associated with our founding principles, which is why we are members of the following organisations:

Quakers and Business

The Quakers and Business Group promote Quaker values in business and the workplace, providing supportive network for those who uphold these principles.

Foundation East is an industrial and provident society that provides business finance in the East of England.

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

Investing Ethically has a number of fund raising arrangements with organisations whose activities we support. Below are some of these organisations:

Naturesave are the leading ethical insurance provider in the UK. Naturesave donate 10% of selected annual premiums to their charity, The Naturesave Trust, which supports environmental projects across the UK.

For our clients, the greatest advantage to working with Investing Ethically is the closeness of our team. We have worked hard to create a community within which all members can thrive. Although independent financial advisers, we believe that by working together more can be achieved. We look to develop the same relationships with our clients, allowing them to access and utilise the knowledge of each and every team member.

KEY FINANCES

Year
2017
Assets
£236.12k ▼ £-28.68k (-10.83 %)
Cash
£194.93k ▼ £-25.44k (-11.54 %)
Liabilities
£107.93k ▲ £21.29k (24.58 %)
Net Worth
£128.18k ▼ £-49.97k (-28.05 %)

REGISTRATION INFO

Company name
INVESTING ETHICALLY LIMITED
Company number
03948922
Status
Active
Categroy
Private Limited Company
Date of Incorporation
16 Mar 2000
Age - 25 years
Home Country
United Kingdom

CONTACTS

Website
www.investing-ethically.co.uk
Phones
01603 309 020
Registered Address
31 WHIFFLER ROAD,
NORWICH,
NORFOLK,
ENGLAND,
NR3 2AW

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

THIS BUSINESS IN SOCIAL MEDIA

Facebook
View
Twitter
Follow

LAST EVENTS

22 Mar 2017
Confirmation statement made on 16 March 2017 with updates
22 Mar 2017
Director's details changed for Ms Tracey Ann Miles on 1 March 2017
22 Mar 2017
Director's details changed for Philip Simon Cockrell on 1 March 2017

See Also


Last update 2018

INVESTING ETHICALLY LIMITED DIRECTORS

Tracey Ann Miles

  Acting
Appointed
01 October 2003
Role
Secretary
Nationality
British
Address
31 Whiffler Road, Norwich, Norfolk, United Kingdom, NR3 2AW
Name
MILES, Tracey Ann

Philip Simon Cockrell

  Acting
Appointed
17 October 2007
Occupation
Financial Adviser
Role
Director
Age
49
Nationality
British
Address
31 Whiffler Road, Norwich, Norfolk, United Kingdom, NR3 2AW
Country Of Residence
United Kingdom
Name
COCKRELL, Philip Simon

Lisa Maria Hardman

  Acting
Appointed
17 October 2007
Occupation
Financial Adviser
Role
Director
Age
54
Nationality
Danish
Address
31 Whiffler Road, Norwich, Norfolk, United Kingdom, NR3 2AW
Country Of Residence
United Kingdom
Name
HARDMAN, Lisa Maria

Andrew Neil Hockaday

  Acting
Appointed
17 October 2007
Occupation
Financial Adviser
Role
Director
Age
54
Nationality
British
Address
31 Whiffler Road, Norwich, Norfolk, United Kingdom, NR3 2AW
Country Of Residence
England
Name
HOCKADAY, Andrew Neil

Tracey Ann Miles

  Acting
Appointed
25 March 2012
Occupation
Director
Role
Director
Age
59
Nationality
British
Address
31 Whiffler Road, Norwich, Norfolk, United Kingdom, NR3 2AW
Country Of Residence
United Kingdom
Name
MILES, Tracey Ann

Jillian Anne Saunders

  Resigned
Appointed
16 March 2000
Resigned
01 October 2003
Role
Secretary
Address
The Brambles, Knapton, North Walsham, Norfolk, NR28 0AD
Name
SAUNDERS, Jillian Anne

Alan John Kirkham

  Resigned
Appointed
16 March 2000
Resigned
29 February 2012
Occupation
Financial Advisor
Role
Director
Age
77
Nationality
British
Address
33 Whiffler Road, Norwich, United Kingdom, NR3 2AW
Country Of Residence
England
Name
KIRKHAM, Alan John

Jillian Anne Saunders

  Resigned
Appointed
16 March 2000
Resigned
01 October 2003
Occupation
Guardian Ad Litem
Role
Director
Age
63
Nationality
British
Address
The Brambles, Knapton, North Walsham, Norfolk, NR28 0AD
Name
SAUNDERS, Jillian Anne

REVIEWS


Check The Company
Excellent according to the company’s financial health.