Equanimity Independent Financial Advisers Limited

Independent Financial Adviser Equanimity Ifa, 99 White Lion Street, Greater London, London, N1 9PF
FCA verified
13th August 2018
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
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
adviser-person
Helen Howcroft BSc Hons
Managing Director
adviser-person
Andrew McMillan MCSI, APFS
Chartered Financial Planner
Where to find us
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.

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

Equanimity IFA Limited, 99 White Lion Street, London N1 9PF
Authorised and Regulated by the Financial Conduct Authority, number 403456. Registered in England and Wales, No 05064603. Registered Office: 15 Canonbury Park North, London N1 2JZ

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