1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Devon
  8. breadcrumb-arrow
  9. Plymouth
  10. breadcrumb-arrow
  11. Equitas Financial (UK) Ltd

Equitas Financial (UK) Ltd

Independent Financial Adviser  36 Mannamead Road, Plymouth, Devon, PL4 7AF
check
FCA authorised
Last authorised 11th October 2021
As Chartered Financial Planners, we can offer professional, highly qualified advice with great local service
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
MR Tony Earl Dip PFS DipPFS
IFA
About us

We are a local Plymouth Company mainly covering Devon and Cornwall, but with customers spread over the UK. We have 9 independent advisors who pride themselves in the advice they give throughout their time with their customers.

Our services

We offer a truly independent, professional service with ongoing advice using some of the best tools available in the business.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

36 Mannamead Road, Plymouth, Devon, PL4 7AF

Similar advisers near you

Clarity Wealth Management
Independent Financial Adviser 0.63 mi
Offering Clarity in a time when there is anything but. Fully independent financial advice specialising in pensions and investments
 
See profile
Goodmans Financial Planning
Independent Financial Adviser 0.83 mi
We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
 
See profile
Ascot Lloyd
Independent Financial Adviser 0.85 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
 
See profile
Clarity Wealth Management
Independent Financial Adviser 1.01 mi
Offering Clarity in a time when there is anything but. Fully independent financial advice specialising in pensions and investments
 
See profile