ABOUT US
Equium Wealth Management
AN OVERVIEW
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.
CLIENT FOCUSED
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.
CUSTOMER TESTIMONIALS
2018 Client Testimonials