Once you become a client of Equity & General you will have a team of two professionals you can talk to whenever you need advice on any aspect of personal financial planning.

The service you deserve
We use our knowledge and experience to set out a vision of your financial future and help you understand the significance of long term issues such as retirement and estate planning, rather than focusing only on short and medium term issues. We’ll reveal options that you may not have considered. We’ll identify, clarify and prioritise your financial objectives making sure we understand your attitude towards financial risk and reward. And we’ll always keep you informed of any changes that might positively or negatively affect your interests, helping you review your financial investments on a regular basis. Prompt and professional customer service is at the heart of all we do.