Menu
We are driven to provide the most appropriate solutions for our clients, and each solution is unique to the circumstances, risk appetite and nature of the client’s needs at a specific point of time. Consequently, our services are very tailored. We operate at the bespoke end of the service spectrum, not at the product end.
However, this makes it a little tricky when we are asked “ok, you have my attention for 30 seconds – what can you do for me?”
We offer tailored financial advice and services to individuals, companies, and those individuals who own businesses and companies. Put simply we support people like you: individuals, entrepreneurs and business owners, and companies/ company directors.
As we set out earlier, we aim to have fewer clients than many Independent Financial Advisors (IFAs) so that we can devote more time to meeting their changing needs. In addition, we can advise and support our clients at the three key levels of the service spectrum. Namely:
We offer tailored financial advice and services to Individuals, Companies, and those individuals who own businesses and companies. Put simply we support people like you: individuals, entrepreneurs and business owners, and companies/ company directors.
As we set out earlier, we aim to have fewer clients than many Independent Financial Advisers (IFAs) so that we can devote more time to meeting their changing needs. In addition, we can advise and support our clients at the three key levels of the service spectrum. Namely:
Simple – advice and services that are aimed at meeting relatively straightforward needs not requiring complex financial products. The vast majority of IFAs provide services and operate at this level.
Sophisticated – advice and services that do require more advanced financial products and advice in order to provide appropriate solutions to the client’s needs. A reasonable number of IFAs provide services and operate at this level.
Complex/ Specialised – advice and services that require advanced, specialised and sometimes complex legal structures and financial products to provide appropriate solutions to the client’s needs. Few IFAs provide services and operate at this level. We do.
By way of example, we have set out an array of services we are currently offering our clients, grouped under the three headings: Individual, Entrepreneur/Business Owner, Company Director.
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.
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.
