To establish the best solution for your financial needs, the ethical partnership will arrange a meeting with one of our directors. This first meeting is totally free, lasts between one and two hours, and may be at your home, office, or our own offices. Alternatively we can discuss your requirements over the telephone, via e-mail, or via video conferencing using Skype. This meeting will enable you to “get a feel” for how we do things.
If you decide to move forward with the ethical partnership, we will prepare a report for you outlining our observations on what you already have in place and our recommendations where we can make improvements. We will explain the cost, should you wish to proceed further, at the end of the first meeting. Our initial charge will typically be between 0.5% and 3% of the amount invested, depending on the amount of work involved, and how much you are thinking of investing.
Investments differ greatly in areas such as ethical and socially responsible criteria, tax treatment, charges and investment returns. We research the whole market when preparing our recommendations.
If you would like to speak to one of our directors please go to this link: http://www.the-ethical-partnership.co.uk/Office.htm