Daniel decided to set up Equitas Financial (UK) Ltd a short while after leaving Barclays Bank as a Financial Adviser in 2007. Daniel has been giving Financial Advice since January 1994 and has a wealth of experience in most areas of Financial Planning particularly in Wealth Management, Investment and Estate Planning. Daniel was awarded the coveted ‘Chartered Financial Planner’ status in 2007, an award that very few in the industry can lay claim to. Daniel’s main career ambition is to cement Equitas Financial (UK) Ltd as one of the leading Investment IFA companies in the Southwest where clients would be happy to recommend their services to other people.

Daniel’s interests include golf, cycling, travelling and reading. Outside of work Daniel’s main ambition is to see as much of the world as possible while still fit enough and able enough.

Clive joined Equitas Financial (UK) Ltd in 2008 and became director in the company a couple of years later. Clive previously worked for Barclays bank for 12 years and prior to that London and Manchester and the Prudential. Clive brings with himself a wealth of experience in Investment and Pension Management and enjoys giving his clients bespoke Independent Financial Advice. Clive attained his Diploma in Financial Services in 2012 and is working towards becoming Chartered in the near future.

Outside of work Clive loves to spend time with his young family camping in Cornwall. Clive is also a keen skier and cyclist.

Darren joined Equitas Financial (UK) Ltd in February 2010 following a successful 20 year career with Barclays Bank PLC, the last 8 years of which were spent in face to face financial planning in the Plymouth, Tavistock and South East Cornwall areas.

Darren is proud to be both a Chartered Financial Planner and a Fellow of the Personal Financial Society.

Darren strongly believes in maintaining long term relationships with his clients and is committed to meeting with them on a regular basis. Darren is particularly proud of the number of personal recommendations / referrals that he receives from his existing clients.

Outside of work Darren enjoys spending time with his wife and family, and is a keen runner.

Gary joined Equitas Financial (UK) Ltd in 2010 after making the decision to leave Barclays, where he had enjoyed a successful 20 year career. He brings with him a wealth of experience in Banking and Financial Services and he now prides himself in being able to offer his clients a truly independent financial planning service. Gary firmly believes that by spending time with his clients, understanding their needs and aspirations, will allow him to develop the most suitable individual solutions from the best offerings in the whole of the market.

Outside of work, Gary enjoys spending quality time with his family, pursuing many interests. These include travel, music, cycling and motorsport.

Tony joined Equitas Financial (UK) Ltd in 2011 following a career with Barclays Bank. He achieved his relevant qualifications in 2003 and has gone on to achieve his Diploma in Financial Planning in 2010. Tony mainly deals with Wealth Management and Investments and Pensions, but also deals with Protection matters. He has recently furthered his qualifications and is now qualified to deal with Equity Release. Tony has no specific career aspirations other than to enjoy dealing with his clients and to look after them to the best of his ability, so that they will be proud to recommend him as their advisor.

Outside of work, Tony has been happily married for 13 years and has 2 daughters aged 8 and 6. Tony enjoys cycling, generally keeping fit, DIY, travelling and spending time with family and friends.

John joined Equitas Financial (UK) Ltd in August 2014 following an illustrious career as a financial Adviser with Barclays Bank and Santander, following his dream to become an IFA.
John has won various accolades over the years, in particular in his first years with both Barclays and Santander he was recognised with the “New Adviser of The Year Award” for his commitment and high standards. He is very proud to have won the award not once but twice.
John enhanced his technical knowledge in 2012 gaining the “Diploma in Financial Planning”. He is currently working towards the coveted “Chartered Financial Planner” status as he looks to evolve within the industry.
John feels that his professional but human approach he has with his clients is pivotal to their success and relationship. He has the philosophy “The better I know my clients, the better advice I can give them”. He prides himself on being articulate and fluent when understanding his clients and their objectives.
Outside of work, John is a devoted husband and father. He is committed to his Gym work but loves great food and fine wine. He enjoys music, film and reading and is a staunch supporter of his local rugby team – Exeter Chiefs.

Bob worked as an IFA on his own for 11 years, following a 20 year career with Barclays Bank, and joined Equitas in 2014, wishing to be part of a ‘team’ again, and to be able to learn best practices from, and share with, his new colleagues. Bob qualified as a Chartered Financial Planner and a Fellow of the Personal Finance Society in 2012, both of which are highly coveted achievements. Bob counts himself very fortunate that so many of his clients have passed on his details to their friends and family, as he feels that this is a testament to the way he has tried to work over the 17 years has been a financial adviser.

Outside of work, Bob lives with his wife and their 3 daughters in Ashburton, where the assorted females’ hectic social lives seem to leave little spare time for much else.

James has joined Equitas Financial (UK) Ltd recently (April 2015) following a successful 14 year career within Lloyds Banking Group. James has been a Financial Adviser in Lloyds for the last ten years giving customers face to face advice on Investments, Pensions and their protection needs.
James completed his Certificates in Financial Advice in 2006 and then went on to achieve Diploma Status in 2011. More recently James has qualified to give his customers advice on Mortgages and is now CeMap qualified. This will allow him to help his customers with all their Mortgage, Protection, Investment and Pension needs. James now aims to achieve Chartered Status and is working towards this.
James feels that his friendly and professional approach and his excellent relationship management skills will help his clients achieve their financial aims and aspirations.
James enjoys Cycling and running and compete in many Cycling Sportives and Running events including Tough Mudder and Rock Solid which he thoroughly enjoys.

Mark joined Equitas Financial (UK) Ltd in April 2015. He has been advising clients on their investment, pension and protection needs for 26 years. He left Lloyds bank in April 2015, where he had enjoyed a very successful 20 year career as a Financial Adviser, working in the Plymouth and surrounding area. He brings with him a wealth of experience in Banking and Financial Services from his 26 years spent advising clients, and he now prides himself in being able to offer his clients a truly independent financial planning service. He mainly deals with Wealth Management and Investments and Pensions, but also deals with Mortgages and Protection matters.

Mark strongly believes that spending time with his clients and understanding their needs and aspirations, allows him to develop the most suitable bespoke solutions from the best offerings in the whole of the market. He is committed to meeting with clients on a regular basis, and maintaining long term relationships.

Mark achieved the Diploma in Financial Services qualification in 2012 and is now working towards his Chartered Status which will further enhance his technical ability in the ever changing financial services world.

Outside of work, Mark lives with his partner of 27 years, Alison, and enjoys sailing, running, cycling and generally keeping fit, cooking, travelling and spending time with family and friends.

Mark joined Equitas Financial (UK) Ltd in April 2015. He has been advising clients on their investment, pension and protection needs for 26 years. He left Lloyds bank in April 2015, where he had enjoyed a very successful 20 year career as a Financial Adviser, working in the Plymouth and surrounding area. He brings with him a wealth of experience in Banking and Financial Services from his 26 years spent advising clients, and he now prides himself in being able to offer his clients a truly independent financial planning service. He mainly deals with Wealth Management and Investments and Pensions, but also deals with Mortgages and Protection matters.

Mark strongly believes that spending time with his clients and understanding their needs and aspirations, allows him to develop the most suitable bespoke solutions from the best offerings in the whole of the market. He is committed to meeting with clients on a regular basis, and maintaining long term relationships.

Mark achieved the Diploma in Financial Services qualification in 2012 and is now working towards his Chartered Status which will further enhance his technical ability in the ever changing financial services world.

Outside of work, Mark lives with his partner of 27 years, Alison, and enjoys sailing, running, cycling and generally keeping fit, cooking, travelling and spending time with family and friends.

Cris joined Equitas in 2016 following nine years as an IFA and a short career break.  During this time he worked mainly with pensions and investments, specialising for some of this time in ethically screened investments.

Before that he worked in a sales support role for Standard Life where he helped set up company pension schemes for smaller employers and provided technical support to IFAs.   He also worked as a pensions administrator with Winturthur Life working mainly with corporate pension members.  He gained his Diploma qualifications in 2012 and also holds mortgage and Equity Release qualifications.

His role with Equitas includes some of the detailed fund and policy research and applies his enthusiasm for spreadsheets to technical issues to help advisers with their research.  He also helps to ensure compliance procedures are followed and clients can receive their advice as quickly as possible.

Outside work Cris keeps fit by training in powerlifting and running, and enjoys spending time with his family, reading, and live music.

James joined in Equitas in January 2022 as an independent Mortgage adviser.