if you would value a no jargon, straight forward relationship with a qualified financial professional who will support you today, tomorrow and through life's changing financial demands then our services are for you. Our clients are all ages from young people starting out, families needing protection, people retiring, and the retired wanting help with inheritance planning.

People just like you and your family


What we do

Invest Ethical - right for you

The journey starts with you – we listen! Your financial objectives and your values are of utmost importance, we need to understand what is most most pertinent to yourself, and what it is you would like to achieve.
Every one has different values and it is our commitment to you to invest your money in a way that is right for you!

We endeavour to...

  • Listen to and understand your needs, wants and views
  • Always tell the facts simply in a jargon free language easily understood
  • We will always give accurate honest and complete information to our clients
  • Always give the most suitable financial advice/ solution for your needs.

Invest-ethical is a trading style of Advance Financial Services (NI) Ltd which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. The information and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Customer privacy

At Invest-Ethical we respect your privacy and the confidentiality of your personal information.

Who are we?

Invest-Ethical is a trading style of Advance Financial Services (NI) Ltd which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are part of the Quilter Group of companies.

For further details on the companies in our group, please visit https://www.quilter.com/about-us/our-brands/

What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice, we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Find out more

Our Privacy Notice holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please write to:

The Office of Data Protection,

Quilter Financial Planning Ltd,

Senator House

85 Queen Victoria Street