Ethical Money

Independent Financial Adviser  208 Northam Road, Southampton, Hampshire, SO14 0QE
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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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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Pensions transfer
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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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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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Capital gains tax
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Estate planning
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Corporate pension
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Employee benefits
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020
Meet our advisers
Tim Day DipPFS CeMAP

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

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

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.

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

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.

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

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

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

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

Where to find us
Head office address: 208 Northam Road, Southampton, Hampshire, SO14 0QE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020

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