Ethical Partnership

At The Ethical Partnership Ltd, we are a team of independent financial planners who specialise in ethical and socially responsible investment. Our aim is to provide financial solutions that meet both your financial planning and ethical and socially responsible objectives, incorporating "holistic" or "lifestyle" financial planning. We believe that financial decisions should be made in accordance with one's personal values and ethics, and that investing in ways that align with these values can lead to a more fulfilling and meaningful life.

Our Company History

The Ethical Partnership was established in 1998 as a Co-operative and became a limited company in 2001. Our Directors have accumulated many years of experience in the financial services industry, with a cumulative total of over 150 years of experience in ethical and socially responsible investment. We have built a significant client base of satisfied customers, and would be happy to provide references from these clients.

Our People

Our team of Directors are committed to providing expert financial advice and planning that is tailored to each client's individual needs and values. Our Directors are:

• Gregory Braithwaite, Director, with over 20 years of experience in the financial services industry
• Simon Kirkup, Director, with over 15 years of experience in the financial services industry
• Michael Marsden, Director, with over 10 years of experience in the financial services industry

Our Services

We offer a range of services designed to help you achieve your financial goals and align your investments with your values. These services include:

• Financial Planning: We help you create a financial plan that is tailored to your individual needs and goals, and provides a clear roadmap for achieving your financial objectives.
• Protection: We help you protect your financial security by providing advice on life insurance, income protection, and other forms of protection.
• Tax Planning: We help you minimise your tax liability and make the most of your tax-efficient investment opportunities.
• Retirement Planning: We help you plan for your retirement and ensure that your finances are in order for when you stop working.
• Wealth Management: We help you grow your wealth by providing advice on investment products and strategies.
• Savings and Investments: We help you make the most of your savings and investments by providing advice on the best investment products and strategies.
• Mortgages: We help you secure the best possible mortgage deal and ensure that your home loan is repaid in a timely and cost-effective manner.
• Corporate Clients: We offer a range of services designed specifically for corporate clients, including benefits in kind, company schemes and auto enrolment.

What is Ethical Investment?

Ethical investment is an investment approach that seeks to align investment decisions with an individual's personal values and ethics. This approach considers the social, environmental and governance (ESG) factors of an investment, in addition to its financial performance. At The Ethical Partnership Ltd, we believe that investing in ways that align with one's values can lead to a more fulfilling and meaningful life.

Our Values

At The Ethical Partnership Ltd, we value:

• Integrity: We are committed to acting with integrity and honesty in all our dealings with clients and colleagues.
• Professionalism: We are dedicated to providing the highest level of professional expertise and service to our clients.
• Accessibility: We believe that financial advice and planning should be accessible to everyone, regardless of their financial situation or background.
• Sustainability: We are committed to providing sustainable financial solutions that are designed to last and make a positive impact on individuals and society.

FIND OUT MORE

To learn more about how we can help you achieve your financial goals and align your investments with your values, please do not hesitate to contact us.