“We have used Morton for ten years now, he manages our investments extremely well and have found him to be first class. His advice and assistance over the years has been invaluable”.
Mr & Mrs H, Woodhall Spa
“Morton has provided us with a very efficient, productive and personalised service for some years now. He is always ready to talk and answer any queries in an easy to understand way. His advice has always been timely and well considered.”
Mr & Mrs R, Brigg
ABOUT EQUIUM WEALTH MANAGEMENT
an Independent Financial Adviser (IFA).
Equium Wealth Management was formed to deliver a high quality service to its clients. We are an independent financial adviser. Please explore our website for further information on the services we provide.
Equium Wealth Management Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.
You can view these details on the FCA register at https://register.fca.org.uk/
We are passionate about giving financial advice. That is what makes us focused on delivering the best outcome for our clients.
(This website is intended for UK residents only.)
OUR 3 CORE PRINCIPLES
All aspects of financial planning can be provided. Some examples of these are as follows
• INVESTMENT PLANNING
• INVESTMENT MANAGEMENT
• PRESERVING WEALTH FOR FUTURE GENERATIONS
• RETIREMENT PLANNING
• BUILDING UP TAX EFFICIENT SAVINGS
• OCCUPATIONAL PENSION TRANSFER ADVICE
• PROTECTING YOU AND YOUR FAMILY FROM FINANCIAL RISKS
• AND MUCH MORE
2018 Client Testimonials
“We find that Morton gives sound advice and being independent is a big advantage”.
Mr & Mrs G, Pocklington
“As a recent retiree, and adverse to risk, it was critical that I secured my pensions and savings in a way that would meet my future needs and yet retain flexibility to respond to market conditions and the potential for unforeseen expenses. I am confident I have achieved these aims through Equium’s financial management and their continuing guidance”.
Mr & Mrs F, Binbrook
“Morton is very reliable and will always call back if not in the office. His advice and guidance I have always found to be very constructive and appropriate. An adviser that you can rely on.”