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Services

Plan Service

A planning service that puts you at the centre. It will help you understand where you are now and what steps you need to take to achieve your personal financial goals.

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Typical scenario

  • Planning for retirement
  • Protecting your family
  • Funding your children’s education
  • Providing for long term care

Outcome

Understanding where you are now with an action plan for the future.

Costs

This service is paid for by a fixed project fee, based upon our published hourly rates

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Access Service

A structured and analytical approach to reviewing existing policies and investments.

VIEW ACCESS SERVICE

Typical scenario

  • Reviewing existing investments
  • Consolidating and transfer pensions
  • Making your investment more ethical

Outcome

Lower cost investments more suited to your needs or risk tolerance investments which reflect your values

Costs

This service is paid for by a fixed project fee, based upon our published hourly rates

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Select Service

A whole of market review, to choose the most suitable policy or investment for your needs.

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Typical scenario

  • Arranging an ISA or savings plan
  • Setting up a pension
  • A new mortgage
  • Arranging life assurance or personal protection

Outcome

An ethical investment which is the right product for your needs and provides peace of mind.

Costs

This service is paid for by a fixed project fee, based upon our published hourly rates.

VIEW SELECT SERVICE
On-going Review

Having set a strategy in place, we think that it's important to ensure that you remain on course. We suggest that this is done by way of a regular financial planning review.

On-going Investment

We offer an ongoing fund monitoring service where we review investment & pension funds and discretionary services recommended by Ethical Futures for changes in performance, management or ethical criteria.

Review every 3 months and post updates to you by email and on our website.

On-going Advice

Annual Review Service aims to make sure the actions we’ve taken are still right for you. We’ll schedule an annual face to face meeting with you to review your existing investments and policies (both ethically and financially) and consider how they fit into your current and future plans.

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