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EQ Wealth Management is the brainchild of Avais Chaudhry who hails from Scotland’s East Coast. A professional wealth manager who believes banks are just too inflexible to provide truly client centric solutions to the wealth management challenges of today.
Our primary focus is advising up to 50 clients, developing solutions for all their financial challenges over their lifetime.
In addition, we support clients with specific issues ranging from pensions, inheritance tax planning, capital raising, investments. The list is long and comprehensive, so we won’t list everything here. There is a page later that does that!
We believe we provide a unique service that is wholly service driven by you at the centre. We don’t sell products and we don’t adopt ‘cookie cutter’ solutions – ever! We listen a lot, leverage awesome research and develop superior solutions….and then make sure they deliver over time.
We strive to make the whole experience enjoyable and stress-free.
We have won many awards which is nice, but the greatest accolade is our client feedback. You can read some existing client attestations for some peace of mind by clicking here.
If you have net free assets over £1m and you are curious as to whether we can add value to you, your family or your business please email us or give us a call.
The number is 07498 988 563
and the email is avaischaudhry@visionifp.co.uk
If you have net free assets over £1m and you are curious as to whether we can add value to you, your family or your business please email us or give us a call.
The number is 07498 988 563
and the email is avaischaudhry@visionifp.co.uk
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.
