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The Ethical Investment Company Limited

IFA Financial Advisers · Cheltenham, Gloucester · Est. 1997

29 years

Active Trading

Active

CH Status

03477357

Company No

2025

Accounts to

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Company Registration Details

Registered company name	The Ethical Investment Company Limited
Companies House number	03477357 →
Company type	Private Limited Company (Ltd)
Registered address	Third Floor, Formal House 60 St. Georges Place, GL50 3PN
City / Region	Cheltenham, Gloucester
Date incorporated	1997
Years trading	29 years
CH status	Active
Specialism	Recorded activity: 74990
Index status	Claim this listing →

About The Ethical Investment Company Limited

Established in 1997, The Ethical Investment Company Limited has over 29 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

Gloucester accounts for 22 of the 1663 ifa financial advisers tracked on this index.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

How much does independent financial advice cost?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

Do I need an IFA or can I manage my investments myself?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

What qualifications should an IFA have?

The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.

What happens if I receive bad financial advice from an IFA?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Cheltenham

Ethical And Environmental Screening Services LimitedCheltenham · Est. 1998	View →
Cheltenham Independent Financial Advisers LtdCheltenham · Est. 2007	View →
Cheltenham Independent Financial Advisers (Eot) LtdCheltenham · Est. 2021	View →
Marketing Support Services LimitedCheltenham · Est. 1989	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with The Ethical Investment Company Limited or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

The Ethical Investment Company Limited | IFA Financial Advisers | Cheltenham | Est. 1997