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"At Equity Invest we are committed to supporting and helping our clients achieve their financial aims."

Richard Hunter, Director

Authorised and regulated by the Financial Services Authority

Equity Invest

"First and foremost, I know my financial affairs are safe with Equity Invest. I would not hesitate in recommending them."

Jonathan Edwards, CBE

Client of 10 years

At Equity Invest, relationship is key. We are an independent, local company providing relationship-based investment advice to private clients, businesses and charities. By restricting our clients to those with £100,000 or more to invest, be it in cash, a combination of several pensions, or other assets and investments, we are able to maintain a personal and tailored service.

Life Stages & Changes. As we pass through life, our financial situation undergoes significant changes. In order to plan for our future well-being, we all need support with these changes - Retirement, Divorce, Selling a Business, Windfalls (perhaps a gift, a bonus, a share option scheme, a personal injury, legal settlement or inheritance) - to achieve the very best outcomes.

Our speciality is wealth management. Using our market knowledge and expertise in the investment process to allocate our client's funds, we can help our clients achieve their goals, for capital growth and income. We will also monitor and review them to ensure they remain on track.