Ethical Investments (SW) Ltd

Independent Financial Adviser  3 Fore Street, Fowey, Cornwall, PL23 1PQ
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FCA authorised
Last authorised 2nd August 2021
Ethical Investment South West’s mission is to enable clients to invest ethically and sustainably, and contribute to the achievement of the UN Sustainable Development Goals.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Malcolm Dodd
About us

We offer an ESG-focussed centralised investment proposition of products and services, selected for their financial performance and social and environmental benefits.

Our services

Investment, Pension and Estate Planning Advice.
We also offer protection products, including Term Assurance, Critical Illness Cover, Income Protection, Mortgage Protection, Whole of Life, Keyperson Cover and Private Medical Insurance.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£10,000,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

3 Fore Street, Polruan, Fowey, Cornwall, PL23 1PQ

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