We, Ethos Financial Solutions, take the time to understand our clients before tailoring solutions to meet aims and objectives taking into account tax efficiencies, investment tolerance and personal circumstances. These solutions can be around personal finance, corporate finance or mortgage related and on numerous occasions a mixture of the three.

We are authorised to recommend from the whole of the market and will always provide you with clear advice and a transparent charging structure. The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Ethos Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority.

Website Update

Services

Our Ethos Report

Born out of Atkinson Smith, shaped by ProAktive, coming of age as Ethos Financial Solutions. The origins of Ethos stretch back to 1975 to the founders Barry Atkinson and Tony Smith. From their Prudential background they founded a general insurance brokerage, with a financial services arm, based in Doncaster and through their endeavours attracted many of the town's large businesses.

News & Blog Report

When I was the 'Man from the Pru', a young and keen financial adviser back in the 80's the term 'back of a fag packet' was used more often than not for a rough quote for whatever the client was requesting at the time, but the term has moved on now and involves. In our last piece we looked at Kickstarting your Estate Planning by getting to know what your current position is.

Careers Report

At Ethos Financial Solutions we have a vibrant team of individuals who come together through shared ideas and values to deliver solutions and drive our business forward. We work in a very fast paced, dynamic environment. In order to give the best service to our clients, we look to employ professional people who engage, are accountable, and most importantly are passionate about what they do.

Reviews (10)

Write a Review

Richard Edgar

Nov 15, 2021

Report

I have been an Ethos client for many years and have always had confidence in the advice given. Staff are friendly and helpful. We have, I feel, had a successful partnership; with financial planning based on my needs and viewpoint. Reviews are comprehensive and everything is clearly explained.

Patrice Forbes

Aug 29, 2021

Report

Adrian has always been very prompt with any answers to my requests. If he is not , for any reason, immediately available, then his office staff will assist and Adrian gives a call back as soon as he is available once more.
I have never dealt with a more competent, helpful and friendly staff in any capacity . No regrets or qualms at being with this professional group at all. Feel that my monies are completely safe and confident with Ethos
Thank you to a great team.

Neal Baker

Dec 12, 2019

Report

I have recently had a mortgage sourced by Mark Gilruth and I must say how impressed I was with the service he offered. He was highly professional and efficient in sourcing me the best deals, made everything clear and nothing was too much trouble. As someone who is self employed this was especially useful. Thanks and I will definitely be recommending Ethos and using there services in future

Lee Havell

Oct 09, 2019

Report

We used Ethos for our remortgage recently and would highly recommend them.
Jonathan went above and beyond for us and made a potentially really stressful process straight forward.
Even more impressive is that this was over the Christmas period and were able to leave everything with him, confident that all was in hand.

Mathew Hargreaves

Sep 30, 2019

Report

Have used John Cater from Ethos for pensions advice for a few years now and am happy with the service i get. He has proved so far to be knowledgeable and trust worthy.

Zak Hustwaite

Sep 14, 2019

Report

I knew nothing about getting a mortgage or where to begin sorting it, Mr Jonathan Birkby helped me from the start, explained it simply but informative and was always on hand to answer any queries I had and kept me up to date almost daily. Cannot recommend him or the company enough!

Simone Birkby

Sep 08, 2019

Report

I previously used the mortgage team at Ethos for my first house. They were extremely efficient, friendly and kept me informed every step of the way. I would high recommend them to anyone and will certainly be using them again.

Craig Campbell

Aug 29, 2019

Report

I would like to Thank Jonathan for his assistance in securing us a fantastic mortgage. This is our first mortgage and Jonathan was knowledgeable, helpful and understanding. He acted in a professional and timely manner throughout the entire process. Very pleased and we will definitely be asking for Jonathan at Ethos again when we are ready to remortgage! Thanks

Joanne Dowell

May 27, 2019

Report

Really pleased with Ethos, Mark and Lorraine made things so easy and stress free.
Really professional and have loads of knowledge. Will definitely be using you again soon.

James Coope

Jun 06, 2017

Report

Mark and the team helped us secure a mortgage when moving property. It was a pleasure working with them and they made the process so easy and simple. We especially appreciated their prompt and efficient replies to our email and calls. Would highly recommend to all!