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. We want to help you create a financial plan that will meet both your life goals, and your personal values. Goal setting is a powerful tool, whether applied to one's professional life, personal aspirations, or personal finances.In fact, goal setting can make the difference between success and failure. We ask you to complete our ethical preferences questionnaire which can be found in our ethical investment section.
Services
We are independent financial planners who specialise in ethical and socially responsible investment. Our aim is to provide financial solutions to meet both your financial planning and ethical and socially responsible objectives, incorporating "holistic" or "lifestyle" financial planning. We also aim to add value to our clients' lives by improving the quality of benefits and protection, through offering a constant and consistent service in accordance with each client's values.As a company we offer, between the six Directors, over a hundred and fifty years of financial services experience, including over fifty cumulative years in ethical and socially responsible investment arena.
The Ethical Partnership was established in 1998 as a Co-operative and became a limited company in 2001. The Ethical Partnership Directors have accumulated many years of experience in the financial services industry. John Morton, a founding Director, retired in 2009, but his clients continue to be serviced by the company.
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. As part of this consultation we will discuss the process we will follow and the likely costs associated with our services.
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.
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