Here at Simply Ethical, we offer financial advice and discretionary investment management services. With financial advice, the clients may choose to receive online advice or personal advice depending upon their requirements.

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Financial Advice

Online Advice

I want online investment advice taking into account my investment objectives and risk profile.

Personal Advice

I need holistic financial advice and want my investments managed for me. Learn more

24/7 secure online access to your account

Actively managed investments

Advice on account types (GIA, ISA, JISA, Pensions)

Are existing arrangements (investments, ISAs or pensions) reviewed?

Advice on switching or transferring my existing investments, ISAs or pensions

Dedicated personal financial adviser

Annual review meeting with dedicated personal financial adviser

Investments that may be included in a portfolio

Funds & ETFs only

Funds, ETFs, investment trusts and listed shares

Accounts available

General Investment, Joint investment account, ISA, Junior ISA, SIPPs, Junior SIPP and other accounts

Minimum investment

Start investing from £1,000 plus £50 per month for General Investment Account and ISA. The minimum for pension is £5,000.

Start investing from £100,000

Discretionary Investment Management

We are one of UK’s most prominent Investment Manager dedicated to Ethical and Sharia compliant investment management. Our discretionary investment management service suits those who wish to give us the discretion to select and manage investments based on their investment objectives and risk profile.

Collectives Managed Portfolio Service

Your money is invested in a suitable portfolio consisting of funds and ETFs. We offer six risk profiles: conservative, cautious, balanced, balanced growth, growth and progressive growth.

Comprehensive Managed Portfolio Service

Your money is invested in a suitable portfolio consisting of funds, ETFs and direct equities (US, UK and Europe). We offer three risk profiles: cautious, balanced and growth. Minimum investment of £250,000 per account.

Bespoke Managed Portfolio Service

We can devise a bespoke portfolio based on your requirements, consisting of both collectives and direct equities (US, UK and Europe). Minimum investment of £500,000 per account (£1m minimum applies, where a portfolio account also includes direct equities or individual holdings).

Let’s start with a free consultation

No fees. No commitment. No obligation to buy. Let’s see how we can help.

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