ETHOS FINANCIAL PLANNERS LTD

ABOUT ETHOS FINANCIAL PLANNERS LTD

While all of the information about us, who we are and what we do can be found throughout our website, we know that some people still like to read in a more traditional way. We have a PDF brochure that you can download and read at your pleasure.

I first became an IFA in 1985 and it was my ambition to set up a niche financial planning business dedicated to providing a tailored personal advice service to clients. I hoped that we could create a business that created long term relationships where with our guidance clients would successfully achieve their lifestyle goals for themselves and their loved ones. Over the years we have built up strong ongoing long term relationships with so many clients – this has been a great joy to me.

Working in a niche company such as Ethos Financial Planning is very fulfilling and I particularly enjoy the time I spend with my clients helping them to achieve their lifestyle objectives. I have always had a natural empathy for people who are anxious or concerned which undoubtedly feeds my inner 'agony aunt'. I find the most satisfying part of my work is to resolve a client's real life concerns!

I have worked as an Administrator for other financial advisers but I really felt at home from the very first day when I joined the firm in 2014. I really get a buzz of getting to know and helping our clients and seeing them achieve their lifestyle goals.

Ethos prides itself with being a friendly business offering financial advice that will make a difference to the lives of clients and their loved ones. We always make time for both our clients and our professional connections. It is my responsibility to produce investment reviews and reports as part of our service commitment to our clients.

Goals and personal circumstances can change, we are on hand to be able to discuss any changes that are needed to be actioned.