Testimonials

My Equitas adviser is always willing to travel to meet on a face-to-face basis. He thoroughly explains his recommendations, the risks and potential downsides as well as the potential gains and never concludes a deal until he is satisfied that the client fully understands all the implications. Once an investment is made, he continues to monitor performance closely and makes necessary amendments if that is part of his agreement with the client Now that I am retired, he is gently drawing my attention to inheritance tax planning to provoke my thinking and to make me aware of possible courses of action. He knows it is a little early for me but he is preparing me, knowing that there is no immediate deal. I appreciate being informed over a period of time, rather than being presented with a form to sign without time to consider.

One of the key elements of having a personal Financial Adviser, is that you trust them! In all my dealings with my Equitas adviser which has spanned over many years, I have never had reason to doubt his extensive knowledge and advice and have always been very grateful for the time he has spent explaining the various investment vehicles which would be of benefit to me and my situation. We have regular reviews, and I am able at any time, to view my investments on line, but my Equitas adviser is always at the end of the phone if required and very approachable, which is another reason why I am very happy with the service I receive from Equitas and would highly recommend them as a professional Financial Advice company.

My Equitas adviser is easy to contact and will spend as long as we need to explain things. He advises us of any changes in our portfolio. In the past we have had very poor service from our previous advisors, who were with a bank, and they kept changing personnel. With my Financial adviser he is the man we speak to and see every time we need to and so don't have to explain our circumstances to a stranger each time. My Equitas adviser is not only our financial advisor but a very personable character.

My Equitas adviser presents himself in a pleasant & unassuming manner. His financial presentations are impressive, in which my Equitas adviser is able to revise in accordance with the client's wishes. Once agreed the client is able to upload their financial investment in order to keep the investment under review. This is underpinned with regular Investment Portfolio Summaries, 6-monthly half year statements & an annual review meeting with my Equitas adviser.

I have not compared My Equitas adviser's fees against other advisors, but he has pointed out other firm's charges. My Equitas adviser is very approachable and, when visiting, spends all the time necessary in explaining matters. He goes out of his way to make himself available. His advice, so far, has been very good.

My Equitas adviser visits me at the times that best suits me, he takes the time to listen to all my wishes & concerns, explains all of the good/risks of each option, then allows me time to consider these. When I am ready, we complete the paperwork. I am very pleased with the returns I have had since my Equitas adviser's advice.

My Equitas adviser has always been accessible, reliable and consistent. He is easy to communicate with on all levels and I have never doubted his understanding of my requirements. I believe he is devoted to his work - always looking to achieve the best. He is efficient, constantly up to date, acts with the utmost integrity and has my absolute trust.

He is very good at understanding my aims and explaining the routes to achieving those aims.

My Equitas adviser provides a friendly and comprehensive service; he takes time to explain difficult concepts in financial management.

My Equitas adviser shows a comprehensive knowledge of all aspects of financial planning and is able to explain matters clearly to our satisfaction. He is patient and understanding and has managed our financial affairs extremely well. He is easily contactable and prompt in responding to our calls when required.

My Equitas adviser is very helpful; he will go back over information which is not clear and appears to take great pride in making the investments perform well.