New Equilibrium

Independent Financial Adviser  Station Road, Hemyock, EX15 3SE
First meeting at adviser's own cost
Our initial chat is free; there is no rush and trust should be established first. Local, independent and with 12 years of experience I am happy to travel to you to conduct relaxed and holistic financial planning.
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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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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Critical illness
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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
Response rating
10/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr Chris Horsford
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

About us

I understand the worry of managing a financial future having three primary school aged children of my own. The current uncertainty of what is going on in the world coupled with the complexity of the financial services industry has meant the worry of the future has never been more acute.

With both an office in Sidmouth and also working from home in Hemyock, I cover the whole of Devon and Somerset. Any initial conversation is at my expense and can take place in person, online or over the telephone.

I have a relaxed approach to holistic financial planning but will offer the same diligence and consideration creating your plan as I put into my own.

Beyond being a financial planner I am also a father, husband, Veteran, sailor and surfer.

Our services

You will receive holistic financial planning that will grow your wealth towards retirement during the working years of accumulation. I have specialist skills in tax planning for high earners, capital gains tax and Inheritance Tax mitigation for family wealth preservation.

Where to find us
Head office address: Station Road, Hemyock, EX15 3SE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 27th June 2022

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