Equanimity Independent Financial Advisers Limited

Independent Financial Adviser  Equanimity Ifa, Greater London, London, N1 9PF
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FCA authorised
Last authorised 20th September 2021
Tax and holistic financial planning for divorcees, entrepreneurs, business owners and high net worth individuals. Straight-talking advice in plain English
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Andrew McMillan MCSI, APFS
Chartered Financial Planner
MRS Helen Howcroft BSc Hons
Managing Director
About us

Founded in 2004, we are a firm of professional financial advisers who listen to what you need. We are not constantly looking for opportunities to make sales, but instead we focus on how we can help you plan for your future. Specialising 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. We work closely with other professional advisers, such as accountants and solicitors in order to provide the best advice possible. Specialities: Pension and Retirement Planning, Divorce, planning for business owners, Inheritance Tax and Estate Planning, American Nationals

Our services

We pride our business ethos of putting clients first and speaking in a language that they understand. We help clients take control of their money by designing a financial plan based on their personal goals, life and ambitions. A financial plan should not be focused on financial products, but rather on clients assets and whether they meet the clients needs.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Face to face

Equanimity Ifa, 99 White Lion Street, Greater London, London, N1 9PF

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