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See our FAQs, contact us or book an appointment with a member of our team.

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Keep updated on your account holdings, valuations and transaction history by logging into your account. You can access your account 24/7.

Fundment

For online advice and personal advice clients

James Brearley & Sons

For personal advice clients

Transact

For personal advice clients

Frequently Asked Questions

General
Investment options
Account types
Online Advice
Personal Advice

Contact us

Please feel free to contact us using the below methods to learn more about us and our services. We will aim to respond within 24 working hours of receiving your query. For urgent queries, please call us.

Call us

0208 945 3786

We’re open Monday to Friday 9am to 5pm, excluding public holidays.

Chat with us

Click on the green chat button on the bottom right of your screen to chat with us. Our team are happy to help with any queries that you may have.

Write to us

Simply Ethical Financial Services Ltd, Plus X Innovation, The Future Works, 2 Brunel Way, Slough, SL1 1FQ, United Kingdom

At Simply Ethical, we take customer complaints very seriously and always aim to ensure they are dealt with fairly and resolved at the earliest possible opportunity. Should you wish to lodge a complaint about us, our products, or our services, please contact us using one of the above methods.

If your complaint is not resolved to your satisfaction, you may have the right to refer it to the Financial Ombudsman Service. More information is available here.

Speak with our client services team

Are you a prospective client having trouble with signing up for an account, or an existing client who needs help understanding how to navigate your account? Book a free short call with a member of our team below.

For non-technical queries, please contact us via the email address or phone number above.

Existing clients can set up new goals and account transfers by emailing us.

Adam Sheikh

Adam Sheikh

Client Services
QUALIFICATIONS
BSc (Hons)
EXPERIENCE
Graduate
ABOUT ME
Adam handles client queries, CRM management/administration and liaises with service providers.
Learn more

Book FREE consultation

You can book a FREE 15 minute consultation with a member of our team. Please click on the ‘Book a call’ button on a team member to schedule the appointment.

Faizal Karbani

Faizal Karbani

Founder, CEO & Financial Adviser
QUALIFICATIONS
BSc (Hons), DipPFS
EXPERIENCE
25+ years
ABOUT ME
Islamic Finance expert, Award Winner, Author, Qualified Financial Advisor, Chartered Accountant, Speaker, IFQ Trainer and more…
Learn more
Wasim Khan

Wasim Khan

Director & Investment Manager
QUALIFICATIONS
MA, BA (Hons), Chartered MSCI, DipPFS
EXPERIENCE
15+ years
ABOUT ME
Advise clients, manage investments, heads up company strategy, proposition development, compliance and much more
Learn more
Rumena Hussain

Rumena Hussain

Business Development Executive
QUALIFICATIONS
BA (Hons) CeMAP
ABOUT ME
Mortgage advice, Financial Coach, full financial reviews of clients circumstances and providing solutions.
Learn more