At Equanimity Independent Financial Advisers, we firmly believe that having a financial plan empowers you to feel confident and secure about your financial future. Equanimity means "balance" and that's exactly what we bring to your finances. We adopt a jargon-free holistic approach to financial advice recognising that a change in one area will impact on others.
So while you may come to us for specific advice on say a pension, investment or mortgage, we will always take time to look at your bigger financial picture. Based in North London we have a long standing history of working closely with business owners and high networth individuals. We are not here to push products, but instead to work with your assets in order to create a plan.
This reflects Equanimity Independent Financial Adviser's long standing core philosophy to provide clear and unbiased independent financial advice.
So while you may come to us for specific advice on say a pension, investment or mortgage, we will always take time to look at your bigger financial picture. Based in North London we have a long standing history of working closely with business owners and high networth individuals. We are not here to push products, but instead to work with your assets in order to create a plan.
This reflects Equanimity Independent Financial Adviser's long standing core philosophy to provide clear and unbiased independent financial advice.
Services
When the business was founded back in 2004, Helen had an exciting vision to provide financial advice with no focus on the product.
You may say is that all, but at the time it was revolutionary for a sales based advice industry.
Today we pride ourselves in being straight talking dynamic financial planners based in central London.
Equanimity means "balance" and that's exactly what we bring to your finances.
We adopt a holistic approach to financial advice recognising that a change in one area will impact on others.
You may say is that all, but at the time it was revolutionary for a sales based advice industry.
Today we pride ourselves in being straight talking dynamic financial planners based in central London.
Equanimity means "balance" and that's exactly what we bring to your finances.
We adopt a holistic approach to financial advice recognising that a change in one area will impact on others.
Equanimity IFA are a firm of holistic financial advice and we can offer advice in all areas of your finances.
Working with Equanimity IFA enables you to stop and take stock, stepping back from your busy life to identify your financial goals.
Whether you feel you have money or don't, the fact is you can make more out of what you have by investing it in the right places - and utilising tax breaks.
Many of our clients run their own businesses and therefore we understand the need to manage your finances carefully.
Working with Equanimity IFA enables you to stop and take stock, stepping back from your busy life to identify your financial goals.
Whether you feel you have money or don't, the fact is you can make more out of what you have by investing it in the right places - and utilising tax breaks.
Many of our clients run their own businesses and therefore we understand the need to manage your finances carefully.
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.
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.
This can involve providing you with a complete financial plan or you can select individual elements of our service to fit your specific needs.
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.
Our clients come from all walks of life and are typically high net worth private individuals and entrepreneurs.
A common value that our clients share is a need for structure and clarity in their finances, giving them the freedom to focus on the things that are most important for them.
Many have very busy working lives and lack time to do it themselves, whereas others might not have the confidence or know how.
We enjoy building long lasting relationships with clients and seeing the work we do help them prosper and attain their life goals.
A common value that our clients share is a need for structure and clarity in their finances, giving them the freedom to focus on the things that are most important for them.
Many have very busy working lives and lack time to do it themselves, whereas others might not have the confidence or know how.
We enjoy building long lasting relationships with clients and seeing the work we do help them prosper and attain their life goals.
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