Equitas Financial (UK) Ltd

Independent Financial Adviser 36 Mannamead Road, Plymouth, Devon, PL4 7AF
FCA verified
8th July 2019
As Chartered Financial Planners, we can offer professional, highly qualified advice with great local service
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Tony Earl Dip PFS DipPFS
Where to find us

36 Mannamead Road, Plymouth, Devon, PL4 7AF

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.

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

We use threesixty to provide our compliance - one of the leaders in its field

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