Equium Wealth Management Limited

Independent Financial Adviser Sparkhouse, Rope Walk, Lincoln, Lincolnshire, LN6 7DQ

10th September 2018

We provide a friendly and efficient service to help you meet your financial goals.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- 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
Insurance & protection
- Income protection insurance
- Life insurance
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

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.

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

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- 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
Insurance & protection
- Income protection insurance
- Life insurance
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
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

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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