Ethical Money

Independent Financial Adviser 208 Northam Road, Southampton, Hampshire, SO14 0QE

First meeting at adviser's own cost

Response rating

7.0 /10

19th August 2019

Do you know what percentage of your portfolio is invested in weapons and gambling? It would be 0% with us.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
Business
- Employee benefits
- Group protection

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Meet our advisers

Tim Day DipPFS CeMAP

Qualifications & Accreditations Hide qualifications

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Where to find us

208 Northam Road, Southampton, Hampshire, SO14 0QE

Make an enquiry

About us

Ethical Money - after many years in the industry we have made the conscious decision to follow a more ethical path by finding and recommending investments that do not contribute to a decline in society or the environment.

The world needs change.

The investments we use are cleaning up the indices by avoiding unwanted sectors like weapons and gambling and only choosing companies with a high ESG (Ethical, Social, Governance) score.

Ethically screened investments are growing in popularity and many are now performing as well as or even better than non-screened alternatives and some are also cheaper to run meaning lower charges to you.

Because not all situations have an ethical solution we maintain our independent status and are able to recommend the most appropriate available solution for most circumstances.

Our services

Three things we do really well:

1/ Ethical investing - we help you grow your wealth while having a positive impact on the world. A noble pursuit.

2/ Business Protection - Key Person, Shareholder, Executive Income Protection, Relevant Life - All to ensure your business isn't exposed and vulnerable.

3/ Taking good care of our clients

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Ethical Money is based in Southampton and is an Appointed Representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority Number 460421. Registered office 1st Floor Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
Business
- Employee benefits
- Group protection

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Compliance

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Contact options

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a call back Recommend to a friend

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