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 time and at the right cost. It's simple!  

A Few Words From Us

 Many people want their ethical and moral values to be reflected in their investment plans.  We have specialised in ethical and socially responsible investment for over 30 years and we believe that our experience is this field is very important for our clients, especially with the recent development of the Ethical, Social, and Governance (ESG) market.
  We all have financial needs, and finding an affordable solution to those needs is an area where many people seek advice. Your needs today could be significantly different from those of the future.
  You may wish to plan for a child's education, for the purchase of a dream home, or perhaps for income in your retirement. No effective financial plan can ignore the effects of outside impacts like accidents, long-term illness, or loss of employment. It is also important to consider the impact of your death on others. To help you fulfill your financial goals we offer an advisory service. This allows you to take advantage of our expertise in providing professional and impartial independent financial advice on socially responsible and ethical investment.  

Specific Services We Offer 

  • Financial Planning 
  •  Ethical and Socially Responsible investment
  • Protecting Yourself And Your Family 
  • Retirement Planning 
  • Tax Planning 
  • Mortgages 
  • Savings And Investments 
  • Corporate Benefits
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Our Services 

  Our service normally starts with a free, no-obligation consultation to discuss your specific circumstances. This initial consultation can often be done over the telephone to identify if it is an area we can help you with. 

 Please do not hesitate to call us on 01993 834906 if you have a query that you think we may be able to help with. As part of this consultation, we will discuss the process we will follow and the likely costs associated with our services. We will always agree on any costs with you in advance. 

This initial consultation is normally followed up by a meeting at a location and time to suit you. At this meeting, we will discuss your current situation and concerns and help evolve some key financial goals with you.

We aim to undertake a full financial review of your circumstances however we can often identify some immediate actions which may benefit you whilst we gather together a broader picture of your financial life. 

A key part of our service is to not only help you reach your goals if all things go to plan but also ensure that you and your family are protected should circumstances change. Once we have gathered all the information, we will consider your situation, needs, and priorities. 

We may consider several alternative strategies that may be right for you and discuss the benefits and the risks associated with each. 
Everything will be documented for you in a detailed report including our recommendations which we will go through with you in a follow-up meeting. We aim to agree on realistic and affordable priorities to assist you in achieving your financial objectives. 

 When we have agreed on an action plan we will help implement it for you. This is where most of our clients feel the true benefit of our service. We will do the hard work for you, remember it’s our job to simplify your financial life.  
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