The first meeting with one of our Directors is totally free, takes normally between one and two hours, and can be at your home, office, or our own offices. This meeting will enable you to “get a feel” for how we do things. Alternatively we can discuss your requirements over the telephone, via e-mail, or via video conferencing using Skype.
After the first meeting/discussion, if you wish us to work for you, we will prepare a report. 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.
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, 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.
If you would like advice please telephone us on 08456-123411 to arrange an appointment with one of our Directors.
Alternatively go to this link: http://www.the-ethical-partnership.co.uk/Office.htm