Equium Wealth Management Limited

Independent Financial Adviser Sparkhouse, Rope Walk, Lincoln, Lincolnshire, LN6 7DQ
FCA verified
10th September 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
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
£0
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

Similar advisers near you

Independent Financial Adviser 0.07 mi
Intelligent financial plans that work not just in theory but in practice, giving you and your family long-term security.
 
Financial Adviser (Restricted Whole of Market) 0.51 mi
Save money, save time, avoid frustration, get great friendly advice. Get Chestnut Financial Services to help you.
 
Independent Financial Adviser 0.62 mi
Advice is an investment in your financial future. Speak to us today to learn how advice could make you money.
 
Independent Financial Adviser 1.58 mi