Equium Wealth Management Limited

Independent Financial Adviser Sparkhouse, Rope Walk, Lincoln, Lincolnshire, LN6 7DQ
FCA verified
15th July 2019
We provide a friendly and efficient service to help you meet your financial goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Morton Weir
Director
Where to find us

Sparkhouse, Rope Walk, Lincoln, Lincolnshire, LN6 7DQ

About us

Equium Wealth Management was formed to provide a client focused service. Independent advice is provided to ensure the best outcome for all clients.

The business has been built on three core principles;
- Independence
- Clarity
- Value

With over 30 years' experience and a high level of qualifications, we can provide professional financial advisory and wealth management services.

Our services

We can provide financial advisory and wealth management services. All advice is tailored to your own personal needs and this is regularly reviewed in the future to ensure it continues to meet your objectives.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Compliance

Equium Wealth Management Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.
FCA Registration Number 787277

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