This website is using cookies
We use cookies in the functionality of the website. We do not use cookies to gather information or to retain/use after you leave the site.


This policy confirms how Ethical Investors (UK) Ltd collects, uses and protects personal data we receive from you, including through this website. We will only collect information you give us e.g. when signing up to receive our newsletter or when providing personal data in our secure Portal.

  1. What personal information is collected?
    The information we collect may include among other details your name, address, email address, telephone number and issues of particular interest to you. In order to provide our financial planning services, we will need personal details about your circumstances and financial arrangements.

  2. Why is it collected?
    We use the information received to provide financial planning advice, updates and recommendations

  3. How is the data protected?
    We take good care to ensure that the information we store on our database is kept safe in order to prevent unauthorised access. We will not pass on or sell the information to others, except if we are required to do so by law.

  4. How can you access, change or update your personal information?
    You are free to get in touch and ask what information we are holding about you. We will correct data or erase it if requested under the rights provided to you by in Office of the Information Commissioner and associated legislation. If you have any questions or concerns about this policy, please contact us.

  5. How can I stop Ethical Invest (UK) Ltd contacting me?
    You can unsubscribe from our services at any time by contacting us in writing; this can be via email or via letter.

  6. Do we use "cookies"?
    Cookies are used as part of our Client Portal to provide you with efficient access to the secure Client section of this site.

  7. Copyright

    Ethical Investors (UK) Ltd owns the rights or has been licensed to use to all material, wording and images on this site. No duplication is permitted without express and prior permission.


    The contents of this website do not constitute financial or legal advice. Ethical Investors (UK) Ltd is Authorised and Regulated by the Financial Conduct Authority (165222). Any mention of products or services is by way of example only. Ethical Investors (UK) Ltd accepts no responsibility for any loss or adverse consequences arising from pursuing any activity mentioned in this website.

    By signing up to receive information or joining Ethical Investors you accept this privacy policy and authorise Ethical Investors (UK) Ltd to collect, store and process your data in the ways mentioned above and for the purposes you submitted it.