If you would value a no jargon, straight forward, long term relationship with a qualified financial professional who looks to support you today, tomorrow and through life’s changing financial demands then our services are for you. Our Clients are all ages from young people starting out, families needing protection, people requiring retirement planning and the retired wanting help with Inheritance
tax planning. Our Company specialises in face to face, quality, professional Financial Advice that you can trust! We offer a comprehensive financial planning service for all your investment and protection needs:
Pension Planning - The value of pensions and the income they produce can fall as well as rise. When do you want to retire and how much income will you need? Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely? Income Protection - There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk. Would you require a regular income or a cash sum if you suffered a serious illness or disability? Investments/Regular Savings - The value of investments and the income they produce can fall as well as rise. Are you making the best use of any spare capital or surplus income? Mortgages - Your home may be repossessed if you do not keep up repayments on your mortgage
Do you want to reduce your current mortgage outlay or are you moving home? Whatever your particular requirements we can ensure that we find the most suitable solution for you irrespective of how we are paid. We look forward to meeting you and offering the kind of service that you have always wanted but seldom found. Invest-ethical is a trading style of Sean Harris which is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority.