At Equanimity Independent Financial Advisers, we firmly believe that having a financial plan empowers you to feel confident and secure about your financial future. Equanimity means "balance" and that's exactly what we bring to your finances. We adopt a jargon-free holistic approach to financial advice recognising that a change in one area will impact on others.
So while you may come to us for specific advice on say a pension, investment or mortgage, we will always take time to look at your bigger financial picture. Based in North London we have a long standing history of working closely with business owners and high networth individuals. We are not here to push products, but instead to work with your assets in order to create a plan.
So while you may come to us for specific advice on say a pension, investment or mortgage, we will always take time to look at your bigger financial picture. Based in North London we have a long standing history of working closely with business owners and high networth individuals. We are not here to push products, but instead to work with your assets in order to create a plan.
Services
When the business was founded back in 2004, Helen had an exciting vision to provide financial advice with no focus on the product. You may say is that all, but at the time it was revolutionary for a sales based advice industry. Today we pride ourselves in being straight talking dynamic financial planners based in central London.
Equanimity IFA are a firm of holistic financial advice and we can offer advice in all areas of your finances. Working with Equanimity IFA enables you to stop and take stock, stepping back from your busy life to identify your financial goals. Whether you feel you have money or don't, the fact is you can make more out of what you have by investing it in the right places - and utilising tax breaks.
At Equanimity we work with you to empower you to feel secure and confident about your financial future. This can involve providing you with a complete financial plan or you can select individual elements of our service to fit your specific needs. We believe getting to know you is both an enjoyable and critically important part of our initial meeting.
Our clients come from all walks of life and are typically high net worth private individuals and entrepreneurs. A common value that our clients share is a need for structure and clarity in their finances, giving them the freedom to focus on the things that are most important for them. Many have very busy working lives and lack time to do it themselves, whereas others might not have the confidence or know how.
Reviews (2)
Anna Day
Jun 07, 2021
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Keren Lerner
May 07, 2020
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Equanimity has been my IFA company for over 15 years now! Aside from their high level of professionalism, I love how they adapt to my needs. They do extra bits like help me identify what paperwork to keep and what to throw away, recommend other professionals to help out, and minimise my time spent filling out forms. They are honest about the investment market, fair with their charges, and super knowledgable. As an added bonus, I get to work directly with Helen herself, who I also consider a friend!
