Ethical Adviser(UK) Ltd
Investment and advice, Holistic financial planner
Elms House, 2A Elms Road, Sutton Coldfield, West Midlands, B72 1JF
Summary
Ethical Adviser(UK) Ltd is a West Midlands-based holistic financial planner. It was first authorised by the FCA in 2020. It has permissions related to credit, investments, mortgages & home finance, and pensions.
Timeline
First authorised by the FCA
Permission update: Arranging deals in investments
Permission update: Advising on regulated mortgage contracts
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Director Martin John Brennan
CPD20 - Advising or arranging regulated mortgage contracts
Director Martin John Brennan
CPD4 - Personal recommendation on retail investments (not broker funds)
Director Martin John Brennan
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Director Martin John Brennan
The Chartered Insurance Institute (CII)
Director Martin John Brennan
FAQ
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