About Us...
Ethos Financial Management Ltd is a firm of financial advisers based in Dorset, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
 |
| Mark Potter, Highly Commended at the 2009 Chartered Financial Planner of the Year Awards |
As independent advisers, we offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways. Most of our clients prefer a fee-based approach. We always fully disclose our fees or any commissions in an open and transparent manner.
The FSA do not regulate all forms of Inheritance Tax Planning