At Equanimity we work with you to empower you to feel secure and confident about your financial future. This can involve providing you with a complete financial plan or you can select individual elements of our service to fit your specific needs.

Initial consultation

We believe getting to know you is both an enjoyable and critically important part of our initial meeting. This is because we believe that you should only take financial advice from an adviser that you feel you can build an honest, open and friendly relationship with. While you get to know us we will begin to understand you and your finances. We will discuss your general financial circumstances and specific needs while talking you through how we can help you.

Financial plan

Working with Equanimity IFA enables you to stop and take stock, stepping back from your busy life to identify your financial goals. This allows you to compare where you are with where you want to be and put a plan in place to get you there. At Equanimity, we believe good financial planning is not about saying "no" to your dreams, but about showing you "how" they can be achieved.

Implementation

This is where we set the wheels in motion. It can be provided as a stand alone service or to fulfil your financial plan. Some people know what they should be doing but never quite get around to doing it, missing huge opportunities for their future. Whereas others simply do not know what they should be doing or do not have the confidence to do so. Our extensive knowledge and experience ensures that your goals and dreams become a reality.

Ongoing Reviews

We believe it’s absolutely essential to review your finances regularly. After all, your life moves on and your plan has to change to keep up. Regular reviews help you stay in control of your finances so you can face the future with confidence.




WHY DO YOU NEED FINANCIAL ADVICE?

People seek financial advice for different reasons, but ultimately it is for guidance, knowledge and reassurance. At Equanimity, we pride ourselves on keeping things simple and straightforward in order that the right decisions can be made for you.