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 historically pledged to distribute at least 50% of its own net profit to charities and good causes each year (see Profit Distribution). 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.co.uk)

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

Final Salary Scheme or Occupational Scheme Report £325 Add £50 per additional scheme
Other Services See Full Client Charter
Pension Transfer 1% of transfer amount Min fee £500 applies
Set up Fixed Term Annuity 1% of amount invested Min fee £650 applies
Set up new Personal Pension £300 One-off fee
Set up new SIPP 1% of amount invested Min fee £650 applies
Set up new Stakeholder Pension £700 One-off fee

Service

Cost

Notes

Basic Annuity Service £200 See Full Client Charter
Full Annuity Service 1% of the Purchase Price See Full Client Charter
Retirement Options report £300 One-off fee - can be offset against implementation fees
Set up Income Drawdon plan 1% of amount invested Min fee £650 applies
Set up Phased Retirement plan 1% of amount invested Min fee £650 applies
Set up Retirement Personal Pension 1% of amount invested Min fee £650 applies
Set up Retirement SIPP 1% of amount invested Min fee £650 applies

Service

Cost

Notes

Broad investment advice 1% of amount invested £500 minimum fee applies
One-off ISA only £300 One off fee
Our services our currently being updated, Please check back soon!

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

Managed Service 0.6% of Investment account pa Reduces to 0.5% for accounts above £500k. Min fee £600 pa

Service

Cost

Notes

Managed Service 0.6% of Pension account pa Reduces to 0.5% for accounts above £500k. Min fee £600 pa