Ethos Financial Planners has been offering financial planning services for over 20 years, under the strategic direction of Managing Director, John Morten.
Retaining a strong personal relationship with clients has been the driving philosophy of the business and is something that John and the team are proud to maintain to this date.
Previously operating under the name of The MD Partnership FS Limited, the company changed it’s name to Ethos Financial Planners Ltd in 2013 and continues to provide unique and personalised financial and care planning services to clients from London, Crawley and across the South Coast.
Meet the Team
John MortenI first became an IFA in 1985 and it was my ambition to set up a niche financial planning business dedicated to providing a tailored personal advice service to clients. I hoped that we could create a business that created long term relationships where with our guidance clients would successfully achieve their lifestyle goals for themselves and their loved ones. Over the years we have built up strong ongoing long term relationships with so many clients – this has been a great joy to me.
Natalie RingwoodWorking in a niche company such as Ethos Financial Planning is very fulfilling and I particularly enjoy the time I spend with my clients helping them to achieve their lifestyle objectives. I have always had a natural empathy for people who are anxious or concerned which undoubtedly feeds my inner 'agony aunt'. I find the most satisfying part of my work is to resolve a client's real life concerns!
Nicola MortenEthos continues to move ahead with the times and it is my responsibility to ensure that we use popular social media and digital communication to inform and update our clients and professional connections.
Vanessa JuddI have worked with John for the past 24 years first as an Administrator and subsequently as a Paraplanner assisting John and Natalie in undertaking key research and report writing as part of our research process. We have worked hard over the years to build strong personal relationships with our many clients and I take great satisfaction seeing long term planning come to a successful fruition for our clients and their family I have built up a rapport with our many longstanding clients.
Jane TaylorI have worked as an Administrator for other financial advisers but I really felt at home from the very first day when I joined the firm in 2014. I really get a buzz of getting to know and helping our clients and seeing them achieve their lifestyle goals.
Linda MortenEthos prides itself with being a friendly business offering financial advice that will make a difference to the lives of clients and their loved ones. We always make time for both our clients and our professional connections. It is my responsibility to produce investment reviews and reports as part of our service commitment to our clients.
What our clients say...
- Mr D.T. -Devon-
- Mrs S.N. -West Sussex-
- Mrs. S.W. -Surrey-
- Mrs S.M. -West Sussex-