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  11. Equitas Financial (UK) Ltd

Equitas Financial (UK) Ltd

Independent Financial Adviser  36 Mannamead Road, Plymouth, Devon, PL4 7AF
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FCA authorised
Last authorised 22nd February 2021
As Chartered Financial Planners, we can offer professional, highly qualified advice with great local service
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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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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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Right to buy
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

36 Mannamead Road, Plymouth, Devon, PL4 7AF

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