At Equinox Financial Planning we work closely with you to manage your wealth, reduce risk and simplify your financial affairs. We provide a comprehensive analysis of your current situation and, where appropriate, make detailed recommendations to help you achieve your financial goals.
Our ongoing review service ensures advice remains suitable and your financial plan remains on track.
We are based in the historic city of York and we aim to help clients across Yorkshire. In 2007 we became a Partner Practice of St. James's Place Wealth Management - an award-winning FTSE 100 business and one of the UK’s leading wealth management organisations.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.