Ethos Financial Solutions

Independent Proaktive House, Sidings Court, White Rose Way, Doncaster, DN4 5NU
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Completely Independent, our aim is to free you to do what you do best.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Stockbroking services
    • Long term care
Meet our advisers
adviser-person
John Carter Dip PFS
Financial Planner
adviser-person
Michael Dutton Dip PFS
Financial Planner
adviser-person
Mark Gilruth
Mortgage Adviser
adviser-person
Catherine Thomas-Humphreys Dip FA
Financial Planner
adviser-person
William James Palmer DIP PFS
Financial Services Director
adviser-person
Adrian John Boyle DIP PFS
Financial Services Director
adviser-person
Simon Boardman DIP PFS
Business Consultant
Where to find us

Proaktive House, Sidings Court, White Rose Way, Doncaster, DN4 5NU

Make an enquiry
About us

Ethos Financial Solutions (formerly known as ProAktive and before that Atkinson Smith) has over 40 years experience in the IFA market and offers a comprehensive financial planning service to businesses and high net worth individuals.

We provide a wide range of financial solutions, building our reputation on ongoing service to clients, adapting our recommendations to their changing needs and circumstances.

To retain clients' trust and loyalty we deliver a first class service from the initial advice through to ongoing servicing via our highly qualified and support staff.

Please contact Adrian Boyle / William Palmer who will be pleased to discuss your requirements.

Our services

A personal and friendly financial planning service with your needs at the heart of our business.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0