Business Details
Your Trusted Partner for Ethical Financial Planning
Ethical Investors UK has been a trusted partner in financial planning for over 35 years, combining deep industry expertise with a commitment to ethical values. Our team of certified financial planners brings decades of collective experience, offering tailored advice on pensions, investments, and wealth management. We prioritise transparency, holding accreditations such as the Fair Tax Mark and Living Wage certification, ensuring our clients' financial goals align with their ethical principles.With a client-centric approach, we provide regular reviews and education on tax-efficient strategies, empowering informed decisions. Our reputation as a leader in ethical finance is built on consistent service excellence and a dedication to creating positive societal impact through responsible investing.
Services
Financial Planning
Capital Investment Bonds
ISAs
Equities
Collectives
Unit Trusts
OEICs
Pensions
Retirement Planning
Wealth Management
Highlights and features
- We have over 35 years of experience in ethical financial planning
- Our team includes certified financial planners with specialist qualifications
- We focus exclusively on ethical and sustainable investment strategies
- We hold industry accreditations for fair tax practices and living wage commitment
- We provide comprehensive financial education to empower client decisions
Associations and certifications
- UK Living Wage Foundation
- Fair Tax Mark
Services
Financial Planning
Our financial planning service helps clients achieve long-term goals through tailored investment strategies. We specialise in creating ethical portfolios that align with personal values while optimising returns. With expert guidance on tax efficiency and risk management, we support clients through all life stages, from early career planning to retirement preparation. Our approach combines comprehensive financial analysis with ongoing portfolio reviews to ensure sustained growth and alignment with evolving objectives.
Retirement Planning
We provide specialist retirement planning to ensure financial security in later life. Our advisers help clients navigate pension options, from workplace schemes to self-invested personal pensions (SIPPs). We offer detailed analysis of death benefit options, tax implications, and income drawdown strategies. Regular reviews ensure pension plans remain on track, with adjustments made for changing circumstances or market conditions to maximise retirement income potential.
Wealth Management
Our wealth management service focuses on preserving and growing client assets through diversified investment strategies. We specialise in tax-efficient vehicles like ISAs and venture capital trusts, while providing expert guidance on inheritance tax planning. The service includes trust management advice and strategies for protecting wealth against inflation and market volatility, ensuring long-term financial security for both individuals and businesses.
Taxation Advice
We offer comprehensive taxation advice covering income tax, capital gains tax, and inheritance tax strategies. Our experts help clients optimise tax efficiency through legitimate planning vehicles and investment choices. The service includes guidance on tax implications of different investment vehicles, pension withdrawals, and estate planning, ensuring compliance while minimising tax liabilities across various financial products and life scenarios.
Protection Planning
Our protection planning service safeguards clients' financial wellbeing through tailored insurance solutions. We advise on life assurance, critical illness cover, and income protection policies that align with personal circumstances. The service includes business protection strategies like key person insurance, ensuring financial continuity during unexpected events. We help clients balance protection needs with investment goals to create comprehensive financial security frameworks.
People
Michael Head
Director / Certified Financial Planner
With over 40 years in financial services and 29 years at Ethical Investors, Michael specialises in ethical investment strategies. He focuses on creating positive societal impact through responsible finance.
Chris Skidmore
Financial Adviser
Chris brings 27 years of industry experience and 9 years with Ethical Investors. He prioritises transparent communication and builds long-term client relationships based on trust and ethical principles.
Ben Maggs
Chartered Financial Planner
Ben joined Ethical Investors in 2021 after graduating in Philosophy and working at Banco Santander. He specialises in pensions, protection, and ethical investment strategies for long-term financial security.
Leighton Jeffries
Financial Adviser
Leighton, the newest team member since 2024, brings fresh perspectives on ethical finance. Raised in Stroud, he focuses on aligning investment strategies with clients' environmental and social values.
Questions
What makes Ethical Investors different from other financial advisers?
We specialise exclusively in ethical and sustainable investment strategies, ensuring your money aligns with your values while achieving financial goals.
Do you offer pension planning services?
Yes, we provide comprehensive pension planning including SIPPs, retirement income strategies, and regular portfolio reviews to ensure long-term security.
How do you ensure investments remain ethical?
We conduct rigorous screening to exclude harmful industries and prioritise investments with positive environmental and social impacts.
What accreditations do you hold?
We're certified by the UK Living Wage Foundation and hold the Fair Tax Mark, demonstrating our commitment to responsible business practices.
Can you help with tax-efficient investments?
Yes, we specialise in tax-efficient vehicles like ISAs, VCTs, and EIS, providing expert guidance on optimising tax benefits.
How often do you review investment portfolios?
We recommend regular reviews to ensure your portfolio remains aligned with your goals, market conditions, and ethical preferences.
