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 – July 2020

The Prime Minster has set out government plans to deliver a post-lockdown economic recovery, with a promise to accelerate £5bn worth of spending pledges on…

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Your window on wealth – Summer 2020

Please find below a copy of our latest client newsletter.  As usual, we have sought to address topical issues that are likely to be of…

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The week in review – 6th July

  Last week, as the coronavirus global death toll passed half a million, England was preparing for the next significant step in lockdown easing measures….

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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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Nigel is looking for an investment that will reduce his Income and Capital Gains Tax Bill

Nigel is 55 years old, an additional rate taxpayer, lives in Brighton and works in the city. Nigel’s company was bought by another, and he…

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