Socially responsible and ethical investment specialists
A very warm welcome to our website which we hope you will find full of useful information on “socially responsible and ethical investment”, linked to financial planning for this year and beyond.
Everyone should have in place a “financial programme” to ensure they meet their financial goals. Goal setting is a powerful tool, whether applied to one’s professional life, personal aspirations or personal finances. In fact, goal setting can make the critical difference between success and failure. “He who fails to plan, plans to fail”.
To help you fulfill your ethical financial goals we offer both an advisory and execution-only service (through our socially responsible discretionary portfolio management service), enabling you to take advantage of our expertise in providing you with professional and impartial advice on socially responsible and ethical investment. We always look to find ethical financial solutions for your needs that work throughout the many different stages of your life and fit with your lifestyle and beliefs.
Investment products such as ISA’s (Individual Savings Accounts), Self-Invested Personal Pensions (SIPP’s), Off-shore Investment Bonds, On-shore Investment Bonds, Unit Trusts, Investment Trusts, Exchange Traded Funds, and Open-ended Investment Companies (OEICS) differ greatly in areas such as ethical and socially responsible criteria, tax treatment, charges and investment returns.
The good news is that we research the whole market when offering ethical independent financial advice. The first meeting with one of our Directors is totally free, takes between one and two hours, and can be at your home, office, or our own offices. This first meeting will enable you to “get a feel” for how we do things.
After the first meeting, if you wish us to work for you, we will prepare a report for you. In this report we will make observations on what you already have in place and then make recommendations were we think we can make improvements. We will explain the cost at the end of the first meeting. It will not be too onerous!
Please take the time to complete our enquiry form and ethical preferences questionnaire, remembering to highlight your financial planning needs, so that we can analyse your answers and recommend the ethical and socially responsible funds that fit closest to your concerns.
We hope to welcome you as a valued client.
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The Ethical Partnership Ltd is authorised to conduct investment business under the Financial Services & Markets Act 2000 and is authorised and regulated by the Financial Services Authority. The Ethical Partnership Ltd’s FSA Register number is 192557. You can check these details on the FSA Register by visiting the FSA website or by contacting FSA on 0845 6061234. The Financial Services Authority does not regulate all forms of the products or services we provide. The Ethical Partnership Limited, registered office is at: 180 Woodlands Road, Woodlands, Southampton, Hampshire, SO40 7GL. Registered in England. No. 4281444.
Copyright © 2004–2010 The Ethical Partnership Ltd.
Telephone: 08456 123410 | Email: enquiries@the-ethical-partnership.co.uk
