Service

At Equity Invest, relationship is key. By restricting our client base 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 maintain a personal and tailored service.

Every client’s circumstances are unique and we will individually help you to invest in ways suitable to your circumstances and beliefs, be it for guaranteed regular income or capital growth. We will also ensure you are minimising or avoiding taxation.

We always take a positive approach to our client’s finances and investments, helping them towards comfort and security. It is, however, sometimes worth asking the kind of questions that help achieve this, even though they may sound negative; in the long run, it does help!

  • Which particular area of your finances would you like to focus on and improve?
  • How much do you need to live your current lifestyle now, in 10 years, in 20 years, in 30 years?
  • What savings/investments/assets do you have?
  • What are the consequences of not doing anything?

If you would like to arrange a free, no obligation meeting, at a time most suitable to you, simply complete the following form:

Name: (required)

Address: (required)

Email Address: (required)

Daytime Telephone No.: (required)

Size of current/potential investments:

 100k - 500k
 500k - 1 million
 1 million +

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