Equium Wealth Management Limited

Independent Financial Adviser Sparkhouse, Rope Walk, Lincoln, Lincolnshire, LN6 7DQ
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
19th November 2018
We provide a friendly and efficient service to help you meet your financial goals.
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
    • Stakeholder
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Income protection insurance
    • Life insurance
    • Long term care
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Morton Weir
Director
What our clients say
We have used Morton for ten years now, he manages our investments extremely well and have found him to be first class. His advice and assistance over the years has been invaluable.
Mr & Mrs H, Woodhall Spa
Where to find us

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

Contact us
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
Special offers
Choose an Unbiased exclusive special offer:
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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