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We are independent financial advisers. As such we advise on all
matters financial; pensions, investments, capital raising, inheritance tax planning, and all points between.
Whilst we advise on specific opportunities and challenges our primary focus is looking at the bigger picture for an individual or family over a reasonable period; sometimes even generational. We limit our ‘Lifetime’ clients or businesses to 50 to ensure we can always respond.
In addition, where individuals are entrepreneurs, or where a family runs a business, we can support both the personal and business sides of the equation.
The diagram below shows how this broadly works in practice.
Whilst we advise on specific opportunities and challenges our primary focus is looking at the bigger picture for an individual or family over a reasonable period; sometimes even generational. We limit our ‘Lifetime’ clients or businesses to 50 to ensure we can always respond.
In addition, where individuals are entrepreneurs, or where a family runs a business, we can support both the personal and business sides of the equation.
The diagram below shows how this broadly works in practice.
EQ Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here*.
The Financial Conduct Authority do not regulate Inheritance Tax Planning.
The future value of investments can fall as well as rise and future growth is not guaranteed.
Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476
EQ Wealth Management registered office: 57 Hinckley Road, Leicester Forest East, Leicestershire LE3 3GL
Registered in England and Wales No. 11236062
The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts.
*This link will take you away from the EQ Wealth Management website. EQ Wealth Management can’t be held responsible for content on external websites.
