Our Services
A service that focuses on you and your future plans. It helps you plan a course to achieve your personal financial goals.
- Client centred
- Strategic planning
- Focussed on life goals
A structured approach to review existing policies and investments.
- Analysis & evaluation
- Focus on features & benefits
- Clarity on costs, ethics & performance
Independent advice to choose the most suitable policy or investment for your needs.
- Whole of market review
- Product focussed
- Ethical screening
Our client stories
Walt
10 years with Ethical Futures
Rosie
10 Years with Ethical Futures
Conrad
10 years with Ethical Futures
Sandy
1 year with Ethical Futures
Jonathan & Susan
10 years with Ethical Futures
Liz & Chris
7 years with Ethical Futures
Claire
Over 10 years with Ethical Futures
Laurie & Barbara
10 years with Ethical Futures
Meet Our Team
Julian Parrott
PartnerI’m proud of our team, the business we have built and the work we do
Martin Wight
PartnerLike minded clients, like minded staff and a lovely part of town - what could be better? Well actually the commute!
Shane Presley
Chartered Financial PlannerHelping my clients build the future they want and exploring possibilities with them is hugely satisfying. Aligning money with their complex lives is challenging but I‘ve always been strong with numbers, interested in investment and curious about people and their lives.
Andy Wilson
Technical ResearcherI enjoy working for a company that has a strong ethical foundation and which applies honesty and fairness to its relationships with employees and clients.
Ashley Gillie
Client Services ManagerHaving spent almost 20 years working within the Financial Services Industry, it's good to work for advisers who genuinely live, breathe & display the ethical values they promote. With a friendly & relaxed environment, it’s a place I enjoy coming to on a daily basis and worth the 90 minute commute. Throughout my career I’ve tended to move around to obtain the necessary experience I felt I required and it’s nice to feel that I have access to everything I need to continue development and that I have possibly found my final place of employment...who could ask for more!
Marian Hallinan
Marketing and Communications AdministratorI enjoy working for a values led company who’s ethical mind-set is so central to their operation. I like going to work knowing that I’m part of something that is making a difference to our world.
Alan Whittle
External Compliance AssociateAlan Neil
AdministratorAfter a multi-year career in large corporate entities within financial services, it’s refreshing to work somewhere where ethical investment, teamwork and client-focused service aren’t just empty buzzwords. They are foundations that underpin the work we do for our clients.
Stuart Palmer
AdministratorAfter many years in finance, I am delighted to work for a company that puts clients and ethics first, one that makes it not only its goal but its approach to business.