To establish the best solution for your financial needs, the ethical partnership will arrange a meeting with one of our directors. The initial meeting is usually free (occasionally there may be something you wish us to action immediately in which case there may be agreed costs/fees made at that time), this preliminary meeting lasts between one and two hours, and may be at your home/office, or our offices. Alternatively if mutually convenient, we can discuss your requirements over the telephone, via e-mail, or video conferencing. This meeting will enable you to "get a feel" for how we do things. We will ideally discuss your overall financial situation so that we can give you holistic advice, for example investments differ greatly in areas such as ethical and socially responsible criteria, tax treatment, charges and investment returns. As independent financial advisers we would research the whole market when preparing our recommendations, whether it be investments, pensions, protection or IHT planning.
At the end of the initial meeting, should you wish to proceed further with the ethical partnership after having discussed our terms/fees and relevant charges, we will make recommendations based on the information gathered and prepare a report to that end.
If you would like to speak to one of our directors please go to this link: Our People
Financial Advice... pure and simple
The Ethical Partnership Ltd provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!