Welcome to Ethos Investment Solutions

Ethos Financial Planners Ltd has now merged into Ethos Investment Solutions – continuing to offer Independent Financial Advice to all clients where ever you live.

Hopefully by now you will have received confirmation that after 30 years of trading, John has elected to retire, and Natalie Ringwood has stepped back due to health considerations.

In seeking a new firm, John felt we shared the same values as Ethos Financial Planners, placing the clients always at the centre.

The Ethos name will continue as a new company Ethos Investment Solutions. Ethos Investment Solutions is an appointed representative of Investment Solutions Wealth Management, which is authorised and regulated by the Financial Conduct Authority.

We look forward to meeting you over the forthcoming months, in the meantime if you would like to find out more about us please feel free to browse our site.

If you click on the following link, you can find out more about the advisers who will be helping you.

Meet the Team

Awards

Latest news

Economic Review – November 2020

The latest gross domestic product (GDP) statistics show that, while the UK recovery did continue in August, the pace of growth has slowed and output…

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Quarterly Financial Bulletin – Autumn 2020

  As the COVID-19 pandemic continues, in this quarter’s financial bulletin we assess the impact of the pandemic on the UK and beyond. We begin…

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Your Questions Answered

This month Khalil Kasparis our Senior Financial Planner who gives financial advice to our High Net Worth Clients, gives his thoughts to three common questions…

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Wealth Management for Entrepreneurs and Executives

  The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…

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Why use a Financial Adviser?

  In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…

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How do you find a lost pension?

  Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…

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Coming to a crossroads in life

Financial Planning as a result of selling a limited company

Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as…

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Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

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Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

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