Business Details
26 Years
experience
Ethical Financial Planning & Investment Advice in Norwich
Established in 2000, we are a Norwich-based firm of ethical financial planners with over 60 years of combined experience across our four Chartered Financial Planners. Our approach combines Quaker principles of honesty and transparency with modern financial expertise, offering independent advice on pensions, investments, and ethical wealth management. As a Chartered Insurance Institute-accredited firm, we prioritise client values through rigorous ethical screening processes while maintaining competitive financial performance. Our commitment to social responsibility extends to supporting local charities and achieving Gold-level accreditation in the Norfolk Carbon Charter. 
Services
Ethical Investment Planning
Pension Management
Wealth Management
Insurance Planning
Trustee Services
Details
- Year established: 2000
Highlights and features
- 25 years of specialist experience in ethical finance
- Chartered status awarded by the Chartered Insurance Institute
- Personalised ethical screening matching individual values
- Transparent fee structure with minimum 750 annual charge
- Gold-level carbon footprint accreditation since 2025
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 relationship
Ethical concerns perfectly matched
Exceptional personal service
Values understood completely
Services
Ethical Investment Planning
We help clients align capital with personal values through rigorous ethical screening. Our process combines negative exclusions for harmful sectors with positive allocations to sustainability leaders. With access to the full market, we create diversified portfolios balancing financial returns and societal impact.
Pension Management
Specialist advice on ethical pension arrangements, including SIPP management and retirement income strategies. We ensure compliance with regulatory standards while maintaining strict ethical criteria across all investment choices.
Wealth Management
Comprehensive wealth management solutions covering inheritance tax mitigation, trust structures, and multi-generational planning. Our ethical framework ensures all recommendations align with client values while maintaining financial prudence.
Insurance Planning
Tailored insurance solutions that protect families while avoiding investments in controversial sectors. We balance ethical considerations with comprehensive coverage for life, health, and critical illness scenarios.
Trustee Services
Professional trustee investment advice combining fiduciary responsibility with ethical mandates. We help charities and private clients establish and manage trust structures that deliver both financial and ethical objectives.
People
Phil Cockrell
Director & Chartered Financial Planner
With over 20 years in ethical finance, Phil specialises in complex investment structures while maintaining strict ethical standards. He leads client relationships with a focus on long-term financial security aligned with personal values.
Lisa Hardman
Director & Chartered Financial Planner
Lisa combines technical expertise with accessible communication, helping clients navigate ethical financial decisions. Her approach prioritises client education and long-term relationship building within sustainable finance frameworks.
Andy Hockaday
Director & Chartered Financial Planner
A pioneer in ethical finance, Andy has shaped industry standards through his work with the UK Sustainable Investment and Finance Association. He focuses on retirement planning solutions that maintain ethical integrity.
Donna Nelson
Financial Planner
Donna specialises in first-time investor guidance, making ethical finance accessible to new clients. Her patient approach helps individuals understand complex financial products while maintaining strict ethical criteria.
Questions
What ethical criteria do you use for investments?
We combine negative screening (excluding arms, fossil fuels, tobacco) with positive allocations to sustainability leaders. Our process prioritises client-specific values through detailed ethical questionnaires.
How do you ensure financial performance with ethical constraints?
Our 25-year track record shows ethical screening doesn't compromise returns. We use market-leading fund managers who engage companies to improve sustainability practices.
What services do you offer for retirement planning?
We provide comprehensive pension advice including SIPPs, retirement income strategies, and ethical investment options tailored to individual values.
How are your fees structured?
We offer transparent pricing at 0.6-0.75% annually (minimum £750) with clear service tiers. All charges are agreed in advance with no hidden fees.
Do you work with clients outside Norfolk?
Yes, we serve clients across the UK through virtual meetings while maintaining our Norfolk-based operations and community commitments.
Reviews (1)
Abi Oliver
Nov 08, 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.
