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Our Services

Ethikos offers a range of services that can be tailored to meet your needs.

The Ethical Blueprint

This is our holistic financial planning service. Financial planning is the process of meeting your life goals through proper management of your finances. Life goals can include planning for retirement, estate planning and making provision for your child or grandchild’s education. The financial planning process helps you to understand where you are now, what you may need in the future and what you must do to reach your goals. We would recommend this service to all prospective clients.

We are aware that for many reasons some clients do not wish to undergo the full financial planning process. The following form part of our Ethical Blueprint but are also offered as standalone services.

Find out more about our Ethical Blueprint approach ...

Tactical Financial Solutions

This is for clients who have identified their own financial needs but require help in a specific area. It is designed to help with questions such as:

  • How much should I be saving for my retirement?
  • Which is the most suitable pension plan?
  • What ethical Maxi ISA should I invest in this tax year?
  • Can you help me manage my investment portfolio?

    • Simplified Solutions

    This is for the more modest investor. We can offer a simplified, cost effective, yet individual service. Contact would normally be by telephone/letter/e-mail. This does not result in the full client relationship but can develop over time.

    Trustee Services

    We provide an ongoing advisory investment service to Trusts where we are able to help Trustees meet the requirements of the Trustee Act 2000.

    Ethical Alignment Programme

    For clients with an existing investment portfolio who wish to align their holdings with their conscience.

    The Giving Plus Service

    For clients who feel they may have potential Inheritance Tax problems and who want to reduce their tax liability and increase the amount they gift to charities. Not all of this service is regulated by the Financial Services Authority.