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EQ Wealth Management is led by Avais Chaudhry DipPFS. Having spent much of his career in the wealth management divisions of big banks Avais felt deeply frustrated by his inability to offer clients the best solution available due to the constraints of the bank’s products and their risk approach.
He dreamt of a very different type of financial advice service, one that put the client at the centre of everything. Amelia Lockhart famously quoted, “the most difficult thing is to act. The rest is mere tenacity.” Avais acted and today EQ Wealth Management is a highly respected and sought-after provider of financial advice.
“But isn’t one Independent Financial Adviser the same as another?” No, not really. Whilst all petrol engines are designed around a proven concept, how they are manufactured and used is extremely varied. Likewise, IFAs have similar qualifications and professional training but how they apply themselves to helping their clients varies considerably.
So, what makes us stand out from the crowd?
Put simply:
• We do not sell products; we provide a unique service. A truly tailored service to your needs
• We don’t restrict what we cover. For example, we don’t just look at pensions, or inheritance tax planning. We look at the whole picture with you at the centre
• The scope of our expertise and the range of topics we can cover is a key differentiator
• We never make assumptions
• We always challenge the status quo
• We limit ourselves to 50 ‘lifetime’ clients to ensure we can deliver the level of service we aspire to
• We accept we will deliver better solutions if we leverage our network because no one has all the answers
• We strive to make the complex as clear and simple as possible
• We aim to make the whole experience enjoyable
• But most importantly, we put you at the centre of everything we do.
• We believe in sustainability, within our day to day practices as a company and as individuals.
• We believe that the journey towards sustainability is inherently a collaborative one and that we can have far more impact by engaging with the companies we consider investing in, providing it meets our client’s needs.
He dreamt of a very different type of financial advice service, one that put the client at the centre of everything. Amelia Lockhart famously quoted, “the most difficult thing is to act. The rest is mere tenacity.” Avais acted and today EQ Wealth Management is a highly respected and sought-after provider of financial advice.
“But isn’t one Independent Financial Adviser the same as another?” No, not really. Whilst all petrol engines are designed around a proven concept, how they are manufactured and used is extremely varied. Likewise, IFAs have similar qualifications and professional training but how they apply themselves to helping their clients varies considerably.
So, what makes us stand out from the crowd?
Put simply:
• We do not sell products; we provide a unique service. A truly tailored service to your needs
• We don’t restrict what we cover. For example, we don’t just look at pensions, or inheritance planning. We look at the whole picture with you at the centre
• The scope of our expertise and the range of topics we can cover is a key differentiator
• We never make assumptions
• We always challenge the status quo
• We limit ourselves to 50 ‘lifetime’ clients to ensure we can deliver the level of service we aspire to
• We accept we will deliver better solutions if we leverage our network because no one has all the answers
• We strive to make the complex as clear and simple as possible
• We aim to make the whole experience enjoyable
• But most importantly, we put you at the centre of everything we do.
• We believe in sustainability, within our day to day practices as a company and as individuals.
• We believe that the journey towards sustainability is inherently a collaborative one and that we can have far more impact by engaging with the companies we consider investing in, providing it meets our client’s needs.
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.
