Equium Wealth Management Limited

Independent Financial Adviser  Sparkhouse, Lincoln, Lincolnshire, LN6 7DQ
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FCA authorised
Last authorised 7th June 2021
We provide a friendly and efficient service to help you meet your financial goals.
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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Stakeholder
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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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Income protection insurance
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Life 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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Morton Weir
Director
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.

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

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

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