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 become 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.