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No man is an island and Avais is supported by several professional associates.
Two of the most important are:
Vision Independent Financial Planning – a nationwide IFA network. For further details click here www.visionifp.co.uk. Vision provide many things but critically they provide a compliance service to ensure everything we do is in line with UK financial and tax regulation, with the ‘rules of engagement’ for being part of the Vision IFP network, and to provide a client support mechanism that is independent of us to ensure we never let the ball drop.
Castle Investment Solutions Ltd – who act as an investment support company working very closely with EQWM to bring the very best investment solutions when it comes to Discretionary Fund Management. For further details click here www.mydfm.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.
