Ethical Investors UK

Ethical Investors has been a leading provider of ethical financial planning services since 1989. We are passionate about helping clients achieve their financial goals while aligning their investments with their personal values. We believe that responsible investing can make a positive impact on both individual financial security and the wider world.

Our Values and Beliefs

At Ethical Investors, our core values are rooted in sustainability, ethical practice, and transparency. We are committed to:

• Ethical Investing: Choosing investments that align with our clients' values and avoid harmful industries.
• Sustainability: Integrating environmental, social, and governance (ESG) considerations into our investment strategy.
• Transparency: Providing clear and understandable information about our processes and fees.
• Client-Centricity: Working collaboratively with clients to understand their goals and aspirations.

Our Services

We offer a comprehensive range of services to meet the diverse needs of our clients, including:

1. Investment Planning

• Individual retirement planning
• Investment account consolidation
• Portfolio review and optimization
• Sustainable and ethical investment options

2. Pension Planning

• Workplace pension advice
• Pension consolidation and transfer
• Retirement planning for individuals and businesses

3. Protection Planning

• Insurance review and evaluation
• Risk management strategies
• Estate planning and succession planning

4. Wealth Management

• Guidance on savings and budgeting
• Wealth accumulation and preservation strategies
• Access to a curated selection of ethical investments

5. Financial Education

• Educational resources and workshops on various financial topics
• Personalized financial guidance and planning tools

Experience and Expertise

With over 30 years of experience in the financial services industry, our team of experienced professionals has the knowledge and expertise to deliver personalized and effective financial solutions. We are committed to continuous learning and staying at the forefront of the ethical investing landscape.