The Ethical Blueprint - Our Approach to Financial Planning
Ethikos believes that financial planning is a dynamic cyclical process that includes at least six steps:
Before starting to design a portfolio we take time to find out what your own personal and financial goals are. These will be specific to you and we recognise that they can change over time. We then help you to identify your financial objectives and goals and establish the ethical and social framework you wish to adopt.
We collect and assess all the relevant financial and personal data including your attitude towards and your tolerance of financial risk.
We process and analyse the collected information.
We prepare a written plan for you and explain how the plan will help you to achieve the goals you have set.
Implementing the plan (including arranging any financial products, as appropriate).
We will review progress with you at our review meeting and modify the plan in light of any changes to your personal or financial circumstances.
This process is relevant to all, whether you are at the stage of accumulating, managing, protecting or sharing your wealth.