Equanimity IFA Limited, London

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updated on 13 January 2020

Opening Times

WednesdayWe
09:00 – 17:00
ThursdayTh
09:00 – 17:00
FridayFr
09:00 – 17:00
SaturdaySaClosed
SundaySuClosed
MondayMo
09:00 – 17:00
TuesdayTu
09:00 – 17:00
Open.
Closes in  5 h 47 min.
5 h 47 min

Description

Equanimity Independent Financial Advisers - Qualified, Independent Financial Advisers based in London.


Company description
Equanimity IFA Limited specialises in holistic financial planning aimed at maximising your wealth. We provide expert advice in complex financial situations enabling you to take control of your finances rather than being controlled by them. You may rank talking to a financial adviser somewhere up there with a trip to the dentist, worrying about how much we will take out and if will it hurt. Let us assuage your fears by outlining what working with us might involve: Initial meeting. New clients are welcome to attend an initial consultation. The first meeting is simply about reviewing your current financial situation, warts and all, and identifying your main financial goals and priorities. We will help you to understand the key stages in your financial life past, present and future, i. purchasing your first home, getting married, starting a family, retiring, etc.
The initial meeting is also to make sure you like and are comfortable with your Adviser; we understand that you have to feel confident to work with us before you commit. Financial Health Check Report. We follow the initial meeting with a financial health check report which details what has been discussed in the first meeting and summarises your financial goals and aspirations. In this report we provide you with the full range of options available to you so that you can start to meet your goals. We charge from £500 for this report. If you subsequently decide to transact business with us we will offset this fee against any fee/commission generated. Independent Product Recommendations.
We will provide you with our product recommendations but the important aspect to note is that we are fully independent. This means we will search the whole of the market for the most appropriate solution for you. We then receive our remuneration via fees or commission. You will be made fully aware of any fees/level of commission before any product recommendations are provided. The way we work is open and transparent without any hidd
Keywords:
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Services
Investment Services
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