Showing Best Selected Financial Advisors Covering Bath Area

Tim Day DipPFS CeMAP

ETHICAL MONEY

023 8000 3456

financial advisors in bath

 

The intention of Ethical Money is to give conscientious investors more choice and control over where their money goes and to introduce the benefits of ethical investing to a wider audience. In the past, ethical funds were difficult to access, the charges were higher and the only method used to select suitable investments involved a sweeping exclusion of unwanted sectors which tended to result in poorer performance.

Your home may be repossessed if you do not keep up repayments on your mortgage….

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Decades of experience

FCA approved

No-obligation, one-hour initial consultation

Independent advisor

Covers whole of Bath area

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Areas of expertise:

Ethical Pensions

Ethical Investment ISAs

Ethical Investment Accounts

Ethical Investment Bonds

Ethical Trust Accounts

Ethical Investing

Mortgages

 

The value of investments may go down as well as up and is not guaranteed; therefore investors may not get back the amount originally invested. Ethical Money is an Appointed Representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority Number 460421. Registered office 1st Floor Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE.

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Looking for financial advisors in Bath?

 

The population of Bath is very similar to the national average and so in general the requirement for financial advice will be broad in scope. However, Bath has a greater proportion of higher managerial, administrative and professional households than the national average, meaning that demand for tax planning, information on Inheritance Tax, savings and investments is likely to be higher. With higher than average levels of home ownership, mortgages and inheritance planning are also likely to be considerations in those looking for financial advisors in Bath.