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Welcome to Equity & General

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.

MANAGEMENT TEAM

Steven Bates

Director
of Advisory

Lee Davies

Operations
Director

Colin Ellis

Director
of Finance

Chris Deacon

Director
of Compliance

Paul Clarke

Brand
& Marketing

Nikki Carolan

Financial
Controller

Carlo De Stefano

Client Relationship
Director

Mike Chan

Director of Mortgages
 & Commercial Finance

Shaun Daykin

Director of Business Development - Altro

Steve Mahony

Director of Business Development - Altro

CLIENT RELATIONSHIP MANAGERS

Daniel Pedder

Client Relationship Manager

ADVISORY TEAM

Erdley Hand

Independent Financial Adviser

Barry Keane

Independent Financial Adviser

Sunny Bharj

Independent Financial Adviser

Tony Springer

Independent Financial Adviser

Richard Murdin

Independent Financial Adviser

Jamie Howell

Wills & Probate
Specialist

Stuart Reynolds

Independent Financial Adviser

John Bland

Independent Financial
 Adviser

Anthony Feeney

Mortgage and Protection Adviser

Rob Ellis

Accountancy &
Tax Adviser

ADMINISTRATORS

Justine Hughes

Paraplanner

Jane Moss

Senior Administrator

Louise Wright

Senior Administrator

Paula Bates

Senior Administrator

Caroline Cooper

Mortgage Administrator

Gaia Marinaro

Administrator

Kelly Moreton

Administrator

Aaron Daykin

Administrator

Send us your enquiry and we'll call you right back