Our Services
Our expertise is at your disposal
All our qualified
advisers look to provide you with professional and impartial advice. We always
aim to find solutions for your needs that work throughout the many different
stages of your life.
Insurance and Investment products differ greatly in areas such as tax
treatment, charges or investment returns. We carry out research on
the whole of the market to ensure you receive advice about the product
that best meets your needs.
Our independence
As Independent Financial Advisers, our business has no
links or ties to any one product provider. We can access life assurance, pension
or investment products from across the whole of market. We have our own
Mortgage Department where our competent and experienced mortgage advisers give
advice to clients. We also have an Estate Planning Service that will write
Wills for both simple and complicated estates.
Consultation
There are times when it can prove difficult
to establish your true financial needs. You may want an expert to consider
whether or not your finances are in order or to point out if you need to take
some action. We can offer a consultation to consider your personal
circumstances. Our consultation offer is made without any obligation on you. Our
advisers are available to meet in person or if you would prefer, it is possible
to hold an initial consultation over the telephone.
Specialist advice
In a similar
way as the medical profession, there are differences between the manner in which
financial planners operate. Some can be viewed as general practitioners, whilst
others choose to specialise on certain areas of advice. Assisting our clients to
plan for their futures normally requires us to consider all aspects of their
financial well being. There are circumstances of financial planning where the
expert knowledge of a specialist is required which we can offer.
For further information, please
contact Equus IFM Ltd