Equium Wealth Management Call01522 837204 / 01652 245005

Independent Financial Adviser

Quality Financial Advice

Independent financial advisers based in Lincoln and Brigg.

About Equium Wealth Management

Equium Wealth Management was formed to deliver a high quality service to its clients. We are an independent financial adviser.

Equium Wealth Management Limited is an appointed representative of The On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority.

We are passionate about giving financial advice, focused on delivering the best outcome for our clients.

How We Work

  1. 01

    Initial Meeting

    An exploratory meeting with our adviser, always at no cost to you.

  2. 02

    Personal Financial Plan

    Your adviser guides you through a bespoke financial plan and explains any recommendations clearly.

  3. 03

    Annual Review

    An annual review service keeps your plan on track as your circumstances change.

We find that Morton gives sound advice and being independent is a big advantage.
Mr & Mrs G, Pocklington

Gallery

Areas We Cover

Find Out How We Can Help You

Get in touch

Phone
01522 837204 / 01652 245005
Email
morton@equiumwealth.co.uk
Address
Lincoln Office, Equium Wealth Management Limited, Sparkhouse, Rope Walk, Lincoln LN6 7DQ