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Retirement Planning

Need help with your retirement?

Questions you may have

  1. Do you know what your retirement will look like?
  2. Do you know when you will be able to afford to retire?
  3. Do you know how much your pension funds are worth?
  4. Are your pension funds invested in underperforming funds?
  5. Are your pension funds invested with too high or too low risk?
  6. Has your attitude to investment risk changed and is this reflected in your pension funds now?
More information
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Questions you may have

  1. Do you know what your retirement will look like?
  2. Do you know when you will be able to afford to retire?
  3. Do you know how much your pension funds are worth?
  4. Are your pension funds invested in underperforming funds?
  5. Are your pension funds invested with too high or too low risk?
  6. Has your attitude to investment risk changed and is this reflected in your pension funds now?
More information

Contact Us

Address
enquiries@equitasfinancial.net 
36 Mannamead Road
Plymouth
PL4 7AF

T: 01752 221188

Equitas Financial (UK) Ltd is registered in England and Wales no. 8305878. Registered office, C/O David Pinder & Co, 23 Lockyer Street, Plymouth PL1 2QZ.

Authorised and regulated by the Financial Conduct Authority. Equitas Financial (UK) Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 615273.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

If you wish to register a complaint, please write to enquiries@equitasfinancial.net or telephone 01752 221188.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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