Ethos Financial Management Overview

  • Founded
  • 1999
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Ethos Financial Management General Information


Provider of financial management services. The company offers financial management, fund management, investment advisory, management consultancy, wealth management and investment services.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
IFS Financial Management
Primary Office
  • 1st floor,Bay Tree House,26
  • West Street
  • Alresford SO24 9AT
  • England, United Kingdom
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Ethos Financial Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Ethos Financial Management Executive Team (1)

Name Title Board Seat Contact Info
Mark Potter Chartered Financial Planner & Founder
To view Ethos Financial Management’s complete executive team members history, request access »