Ethical Wealth Management – for a Better Future
Achieve your financial objectives while having a positive impact on the planet.
Our wealth management service combines financial planning and investment management to provide a comprehensive and personalised solution for clients needing a more diligent approach to financial planning.
Combining the two enables us to take a more holistic approach to managing your wealth, giving you the reassurance that all aspects of your finances have been considered in our recommendation.
We start by getting to know you, your personal and financial circumstances, what really matters to you, and what you want to achieve. We then create a tailored financial plan that details the steps you need to take to realise your ambitions. This will include a projection of your savings and investments and how these may be affected by life events, inflation, and investment performance.
For a better understanding of your current position, we offer a review of any existing investments including a comprehensive performance and risk report.
Get in touch today to arrange a free, no-obligation consultation. Call: 023 8000 3456, email: help@ethical.money or use the short form to send us a message.
Get in touch today:
Your Financial Goals form the Basis of Our Advice
We put your plans and objectives for the financial prosperity of you and your family at the heart of our advice process.
Once we’ve built your financial plan, we’ll help you to implement it. This will include:
- Advising on the right investment strategy
- Helping you make the most of your tax allowances and exemptions
- Making sure you have the right balance between risk and return
- Managing your investments through different market cycles
- Adapting your portfolio as your circumstances change
Giving you the time to focus on what really matters, safe in the knowledge that your money is working as hard as it should be.
Wealth Management
Wealth management brings together all aspects of financial planning and investment management into one integrated, holistic service. It is a bespoke service that is designed to protect, grow and nurture your wealth in a way that suits your individual needs.
A wealth manager’s role is to help individuals and families plan their finances and invest their money in order to meet their financial goals. Whether you’re looking to grow your money, save for retirement, structure your retirement income, or pass on assets to the next generation, our wealth managers are here to help.
In an increasingly complex and fast-paced world, we can help manage your finances, freeing you from the burden of making day-to-day investment decisions. We’ll give you back time to do the things you enjoy, and the peace of mind that you’re doing the right thing with your money.
Investment Options
Investment options have been carefully selected based on strict ethical credentials and include:
Ethical Funds – from respected fund managers with a track record of positive engagement and solid performance
Ethical Model Portfolios – ‘off the shelf’ portfolios containing a range of ethical funds. (ESG, SRI & Impact portfolios are available to suit a variety of ethical preferences).
Bespoke Portfolios – for high net worth investors. A portfolio constructed just for you. (Semi-bespoke portfolios over £200k, fully bespoke over £300k).
You’ll receive advice to help you access suitable ethical investments plus ongoing monitoring and reviews for the life of the investment.
We aim to provide the best advice we can and stick with you for us long as you need us.