Equitas Financial (UK) Ltd

Financial Planners
36 Mannamead Rd, Mutley, Plymouth PL4 7AF
01752 221188 Directions

Ratings

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Opening Times

Monday
09:00 - 17:00
Tuesday
09:00 - 17:00
Wednesday
09:00 - 17:00
Thursday
09:00 - 17:00
Friday
09:00 - 17:00
Saturday
Closed
Sunday
Closed

Most Recent Comments

  • March 2024
    James was really friendly and helpful throughout the mortgage process. He tried multiple options to get the best deal and made sure everything was sorted and going smoothly before the full application. He explained everything well along the way and kept in contact so I was updated. Would recommend.
  • March 2024
    James is an extremely approachable, professional advisor and has helped us to secure excellent mortgage deals on two separate occasions now. He adopts a proactive approach to his work and helps to explain matters in a straightforward manner, keeping us fully up to speed with the progress of the mortgage applications too.... read full comment
  • March 2024
    Recently used Equitas when purchasing my first flat. James Mattheson helped me every step of the way in terms of financial advice. He has really helped make this process a lot less daunting and stress free. I highly recommend anyone to use James when undergoing a purchase, they will not be let down by his exceptional professional... read full comment

More Comments(29)

From Equitas Financial (UK) Ltd

Equitas Financial UK Ltd are a firm of Independent Financial Advisers (IFA). We are professionals who provide personalised financial advice and recommendations to individuals and businesses. We assess the financial situation of our clients and provide guidance on investments, pensions, insurance, tax planning, and estate planning. We work on a fee basis and are not tied to any particular financial product or provider, ensuring unbiased advice that is in the best interest of our clients. The goal of an IFA is to help their clients achieve their financial objectives and secure their financial future.
  1. Plymouth, Devon

Equitas Financial (UK) Ltd

Financial Planners in Plymouth 36 Mannamead Rd, Mutley, Plymouth 01752 221188

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