Features
Ethical IFA of the week: The Ethical Partnership
There are plenty of independent financial advisers (IFAs) across the country who give advice on ethical investment. Our job is to tell you about them.
With offices in Yorkshire, Hampshire, Oxfordshire and Somerset, The Ethical Partnership is one of the most prolific dedicated ethical financial advisers in the country.
Established as a co-operative in 1998, before becoming a limited company three years later, its team boasts decades of experience in the industry, making it a leading player in the UK green and ethical investment industry.
Director Jeremy Newbegin, who was interviewed by Blue & Green Tomorrow in October 2011, recently stepped down from advising clients, focusing instead on overseeing the socially responsible investment (SRI) discretionary management service.
But The Ethical Partnership’s five-strong team of advisers – Michael Marsden (southern England), Simon Kirkup (northern England), Gregory Braithwaite (Midlands and the home vounties), Tim Mellish (south-east England) and Celia Bennett (southern England and the Channel Islands) – continues to provide advice that aims to incorporate both a client’s financial planning needs and their ethical and socially responsible wishes.
The company’s website says that another of its aims is to “add value to our clients’ lives by improving the quality of benefits and protection, through offering a constant and consistent service in accordance with each client’s values.”
Speaking 16 months ago, Newbegin issued a rallying cry to encourage people to consider ethical investment: “It is time we wake up and realise that we are all in this together. We only have one planet.
“We also need each other to help make a sustainable living for all. We need to treat each other with respect and honesty, and look after those less fortunate than ourselves.
“If we keep going down the same route we will only make things worse. It’s time for change.”
To get in touch with The Ethical Partnership about ethical investment, visit its website or email celia@the-ethical-partnership.co.uk.