Becoming a Client

For most of our services we will normally arrange a preliminary meeting at your home or office to explain our service and what we can offer. The aim of this meeting will be for you to decide whether we would be the right people to advise you.

Before this meeting we will ask you to complete and return to us a brief questionnaire. A preliminary meeting can last up to two hours, in addition there will be travelling time. Whilst Ethikos is prepared to absorb the cost of the preliminary meeting including travelling expenses (and there is, therefore, no cost to you), we regret we are not able to arrange a preliminary meeting unless the questionnaire has been completed in full.

At this preliminary meeting we will discuss how we feel we can add value, not only in monetary terms but also in helping to align your investments with your conscience.

We will explore your attitude to risk and explain our investment philosophy.

This preliminary meeting is without obligation on either side as it is very important that you feel comfortable with your planner.

Contact Ethikos for further information.