Equium Wealth Management
People sometimes wonder what financial advice is all about. If you have an exploratory meeting with our adviser, you can be sure that this will be a positive experience.
After your initial meeting, which is always at no cost to yourself, your financial adviser will guide you through your financial plan and explain clearly any recommendations.
We are independent financial advisers. This ensures that we have our client interests at the core of what we do.
Financial advice covers a wide range of subjects with some of the more common areas being retirement advice and investment management.
Each client receives a personal financial plan which is bespoke to them and an annual review service ensures that this is kept on track in the years to come. There may also be reasons to adjust your financial plan if you have differing objectives or indeed if your circumstances change. This is the value of a regular review so that any planning opportunities are not missed.
Please have a look at the client testimonials to see for yourself how we have delivered a good outcome for our clients.
Equium Wealth Management Limited was formed to provide a client focused service, providing financial planning and wealth management services to its private and business clients. Managing money is a focal point in most peoples’ lives and it is important that they get the attention they deserve in order to achieve financial security.
INDEPENDENT FINANCIAL ADVISER
Equium Wealth Management Limited is an Independent Financial Adviser (IFA).
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/
KEEP UP-TO DATE
In order to ensure we keep up to date with the ever-changing regulation from the FCA, we are using the services of The On-Line Partnership, trading as In Partnership. This is a national organisation that provides comprehensive support to financial advisers. You can be assured that you are in safe hands.
PERSONAL FINANCIAL PLAN
Each client receives a personal financial plan which is bespoke to them and an annual review service is available to ensure this is kept on track in the years to come. There may also be reasons to adjust your financial plan if you have differing objectives or indeed if your circumstances change. This is the value of a regular review so that any planning opportunities are not missed.
2018 Client Testimonials
“We find that Morton gives sound advice and being independent is a big advantage”.
Mr & Mrs G, Pocklington
“Morton has given us sound advice on our investments which has resulted in a steady and pleasing increase in their value.”
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.”
Mr D, Woodhall Spa
“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 D, Barrow-on-Humber
“Morton is a very experienced and qualified financial adviser. He has been looking after our investments for over 10 years and has achieved substantial growth for us. His choice of investments has resulted in a varied portfolio always within our stated risks level and producing great results. We have also benefited from his advice on capital gain management, inheritance tax and pension provisions. Morton is very professional and we would not hesitate to recommend his services.”