Who are we?
Equitas Financial Ltd is a firm of Chartered Independent Financial Advisers primarily covering the South West area but with a national client base. Our clients are a mixture of private individuals and companies who understand that by seeking our professional advice they can make the most from their money. Our success has been based on three core principles; integrity, professionalism and impartiality, coupled with a creative approach to financial planning and a belief in a bespoke client service.
What do we do?
We offer a wide range of specialist services, including advice on investment, Inheritance Tax planning, Retirement, Auto Enrolement, Mortgages, Protection, All types of pension schemes and employee benefits. Our focus is on both capital enhancement and capital protection.
We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers that work together to achieve this .We have invested heavily into some of the best Analytical software to provide bespoke in-depth reports to further enhance our client relationships.
Company Details
- Employees
- 7
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- equitasfinancial.net
Equitas Financial (Uk) Ltd Questions
Equitas Financial (Uk) Ltd's website is equitasfinancial.net
Equitas Financial (Uk) Ltd's LinkedIn profile is https://www.linkedin.com/company/equitas-financial-uk-ltd
Equitas Financial (Uk) Ltd has
7 employees.
View email and phone details for 7
employees at Equitas Financial (Uk) Ltd.
Equitas Financial (Uk) Ltd's industry is
Financial Services
Equitas Financial (Uk) Ltd's top competitors are
Pcp Dental Recruitment,
Red Light Management,
Freedom One Life,
Nhs North Central London Icb,
Trust3d,
Stem,
Global Tea & Commodities Ltd.
Equitas Financial (Uk) Ltd's categories are Financial Services
Equitas Financial (Uk) Ltd's founding year is 2007
