Company profile
Introduction
The Ethical Partnership consists of a nationwide co-operative of independent financial advisers (IFAs) who specialise in financial planning linked to ethical and socially responsible investment. We will provide solutions to meet both your financial planning and ethical/socially responsible objectives.
Our aim is to add value to client's lives by improving the quality of benefits and protection, through offering a constant and consistent service in accordance with each client's values.
The Ethical Partnership offers over sixty years of financial services experience, including over 30 years in ethical investment.
Some Directors are members of the Association of Christian Independent Financial Advisers (ACIFA).
Company history
The Ethical Partnership Ltd specialises in offering financial planning advice, linked to ethical and socially responsible investment, for individuals, companies, and charities. Set up in 1998 as a Co-operative the company went limited in 2001. The Directors have accumulated many years of experience in the financial services industry.
John Morton worked in management for the Royal Bank of Scotland for 25 years before becoming an independent financial adviser in 1995.
Jeremy Newbegin worked for Sun Life of Canada, Standard Life, and Sun Life Assurance Society, between 1979-1985, before becoming an Independent Financial Adviser in 1986.
Simon Kirkup graduated from University with an Honours Degree in Agriculture and became a Farmer. In 1991 he joined Pearl before becoming an independent financial adviser in 1997.
Gregory Braithwaite joined the financial services industry straight from school in 1978, working for Sun Life Assurance Society for ten years before becoming an independent financial adviser in 1988.
Michael Marsden joined the Financial Services Industry in 1984 and worked in Management with FS Assurance who later became Britannia Life (the Financial Services arm of Britannia Building Society). He has been an Independent Financial Adviser since 1992.
As you can see we have accumulated many years of financial services experience and have built a significant client base of satisfied customers. We would be happy to give you a list of satisfied clients to phone for a reference.
Planning to succeed
We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon.
Your needs today could be significantly different to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future. You may wish to plan for a child's education, or the purchase of a dream home or perhaps for income in your retirement.
No effective financial plan can ignore the effects of outside influences like accidents, long term illness or loss of employment. It is also important to consider the effects on others were you to die.
Our independence
As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment products from across the whole marketplace. This means we can choose from amongst 30,000 financial products to provide the best for you.
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Copyright © 2004–2008 The Ethical Partnership Ltd.
Telephone: 08456 123410 | Email: enquiries@the-ethical-partnership.co.uk
