Equitas Financial (UK) Ltd

Independent Financial Adviser 36 Mannamead Road, Plymouth, Devon, PL4 7AF
FCA verified
10th December 2018
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
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Tony Earl Dip PFS DipPFS
IFA
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
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

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

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