Services we offer
Ethos Financial Management Ltd offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
We offer a specifically holistic financial planning approach and expect to deal with our clients for many years into the future. We have existing clients that we have seen through over 20 years and the many changes in legislation and investment markets (bull and bear) over that period. Our services are not intended to deliver an off the shelf product to the customer, because we know that no two financial planning requirements are exactly alike. Our aim is to work out what the end result should be, then assist on an ongoing basis in shaping the available financial resources to deliver as close to that expectation as possible.
If you want the cheapest solution to a simple problem, our service is not going to be right for you. We would be happy to offer you some generic free advice in such circumstances, and refer you to the Internet, or a low cost high volume service provider. If, on the other hand, you want personal service from experienced, qualified and ethical professionals, we can certainly help.