Our history
About Us
We are Ethical Investors
Since 1989, Ethical Investors has been one of the UK's pioneers of ethical financial advice on ethical, socially responsible and environmental investment. In fact, it is all we do!
We are also committed to developing the ethical investment market and to ensuring that financial products such as ethical pensions, ethical ISAs and ethical investment funds meet the financial and ethical needs of our clients.
Ethical Investors has always pledged to distribute a high proportion of its own net profit to charities and good causes each year. Like all other advisers, our income is derived from the fees and commissions earned from the ethical investment advice offered to our clients. Since 2009, these donations have been made via our own charitable foundation - Ethical Giving (www.ethicalgiving.org)
Meet the EI team
Our team are currently being shy and hiding from our photographer, we are in the process of updating our photo and will place it here soon.
Our fees
New Business/Advice
Service |
Cost |
Notes |
|---|---|---|
| Ethical Managed Service | 0.6% of Pension account pa | Min fee £500 pa |
| Other Services | See Full Client Charter | |
| Pension Transfer | 1% of transfer amount | Min fee £500 applies |
| Set up new Personal Pension | £500 | One-off fee |
| Set up new SIPP | £500 | One-off fee |
| Set up new Stakeholder Pension | £500 | One-off fee |
Service |
Cost |
Notes |
|---|---|---|
| Full Annuity Service | 1% of the Purchase Price | Min fee £650 applies |
| Retirement Options report | £500 | One-off fee - can be offset against implementation fees |
| Set up Income Drawdon plan | 1% of amount invested | Min fee £500 applies |
| Set up Phased Retirement plan | 1% of amount invested | Min fee £500 applies |
| Set up Retirement Personal Pension | 1% of amount invested | Min fee £500 applies |
| Set up Retirement SIPP | 1% of amount invested | Min fee £500 applies |
Service |
Cost |
Notes |
|---|---|---|
| Broad investment advice | 1% of amount invested | Min fee £500 applies |
| One-off ISA only | 1% of amount invested | Min fee £500 applies |
Service |
Cost |
Notes |
|---|
On-Going Services
We offer a range of on-going advice services on different fee scales.
The service provided is dependent upon the ongoing fees paid and
is generally taken as a percentage of the underlying assets invested
via Ethical Investors, or can be paid to us as a monthly retainer (via
Standing Order).
All services listed are in addition to initial services fee. Please note
that the 'bands' of services are only available to those clients whose
assets are held on a consolidated platform or within a similar arrangement. Consolidating administration onto 'Wrap' platforms reduces administration for us and our clients; if administration is easier for us, then our fees are lower. Clients with the majority of investments held direct with fund managers are subject to an alternative Service/Fee arrangement - More details available on request
Service |
Cost |
Notes |
|---|---|---|
| Ethical Bespoke Service | 0.9% of Investment account pa | Min fee £1500 pa |
| Ethical Managed Service | 0.6% of Investment account pa | Min fee £1500 pa |
Service |
Cost |
Notes |
|---|---|---|
| Ethical Bespoke Service | 0.9% of Investment account pa | Min fee £1500 pa |
| Ethical Managed Service | 0.6% of Pension account pa | Min fee £1500 pa. Extra flat rate £250 pa drawdown fee applies when taking income |