Southwest based Independent Financial Advisers
Our aim is to help individuals and businesses to achieve their financial goals
Equitas Financial Ltd was established in 2007 by a group of financial advisers who had previously worked together at other firms. To incorporate a new director in 2012, Equitas Financial (UK) Ltd became the new regulated company. Today, Equitas Financial (UK) Ltd is one of the largest independent financial advisory practices in the Southwest and manages roughly £200 million worth of assets.
At Equitas Financial (UK) Ltd, we believe in delivering clear, concise advice to meet the needs of our clients. We help clients achieve their financial goals by providing investment, pension, inheritance tax planning and wealth management services for Southwest retail clients.
Our mission is to provide jargon free independent financial advice to meet our clients’ objectives. We understand that each client has different needs and goals, which is why we tailor our advice based on those factors.
We have been providing investment services since 2007 and have helped thousands of clients reach their financial goals. We are proud of our long history of success and look forward to helping you meet your financial goals as well!