Ethical Financial Planning
Ethical Financial Planning is a fully qualified firm of Independent Financial Advisers with over 25 years experience in financial services.
We offer a professional service in various areas such as Pensions, Life Assurance, Investments and Mortgages and specialise in Ethical and Socially Responsible Investments.
We are able to provide advice to individuals, charities and companies. We are members of the Ethical Investors Association (EIA), who are an association of financial advisers from around the UK, dedicated to the promotion of ethical and socially responsible investment (SRI). Its members are committed to increasing access to advice in all areas of ethical and socially responsible investment.
For a free initial consultation in all of the areas mentioned above, you can contact us on 0208 445 1423. Alternatively, you can e-mail us at ethical.financial.planning@ntlworld.com
Ethical and Environmental Policy
Committed to Treating our Customers Fairly
At ETHICAL FINANCIAL PLANNING, we are committed to offering our customers the highest possible standards of service. In so doing we are pleased to support the Financial Services Authority initiative ‘Treating Customers Fairly’.
We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.
Our commitment to you
We will:
- provide you with clear information about the products and service we offer, including fees and charges
- ascertain your individual needs, preferences and circumstances before making any recommendations to you
- only recommend products that we consider suitable for you and that you can afford and always the most suitable from the available options
- encourage you to ask if there’s something you don’t understand
- give you access to a formal complaints procedure should you become unhappy with our service
How you can help us
To help us give you the most appropriate advice, we will ask you to:
- tell us as much as possible about your income and outgoings, to enable us to properly assess how much you can afford
- let us know about changes that might affect the advice the we provide to you
- let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand
- tell us if you think there are ways we can improve our service
Ethical Financial Planning is listed in the following categories
Financial / Ethical Financial Advisors (IFA's)Business Services / Accountants
Business Services / Solicitors
Charities & Campaigns / Environmental
