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Equitas Financial (UK) Ltd
       
 
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Equitas Financial (UK) Ltd
 
 
Overview: 

At Equitas Financial (UK) Ltd we aim to provide a comprehensive Independent Financial Analysis service in a manner we ourselves would expect to receive. We believe that all solutions should be delivered in plain English without the jargon commonly associated with Financial Planning.

We aim to incorporate a review service for our clients which we believe is amongst the best in the industry, and will include financial reports to quantify our advice.

We are a highly qualified team of forward thinking, creative Financial Planners with qualifications including the coveted 'Chartered Financial Planner' status. Our team has a diverse technical experience covering all areas of Financial Planning.

We offer a comprehensive financial planning service for all your investment and protection needs:
Investment Planning
We have access to some of the best analytical software currently available on the market to enable us to provide a bespoke solution to your individual needs. We can also analyse existing portfolios to demonstrate your strengths and weaknesses if applicable.
 
Inheritance Tax and Estate Planning
With our wealth of knowledge we can provide our clients with the best possible solutions to help mitigate Inheritance Tax where possible or devise a plan to reduce the effect.

Pension Planning
Are you confident you can maintain your current standard of living when retired? By entrusting Equitas Financial (UK) Ltd with your pension plans we will guide you towards your retirement needs through regular reviews to help create a comfortable retirement.  
Life Assurance / Critical Illness cover
How much would your family need to preserve their current lifestyle should you die prematurely or contract a critical illness?  
Income Protection
Through effective planning you can make sure your family are not disadvantaged should you be unable to work due to ill health or accident.


 
 
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