Equity & General
Equity & General is an independent financial planning firm that provides services to help clients manage their financial futures. They offer advice in areas such as investment, retirement planning, and estate management.
- Mortgages
- Wills & Probate
- Accountancy & Tax
- Financial Planning
- Insurance Services
- Investment Management
Locations
Digital Popularity
Social Media
LinkedIn38 Followers
Company Details
Equity & General is operated by Equity And General Financial Services Limited and is a Active company incorporated on 7 February 1997 with the registered office located in London, Greater London. Equity And General Financial Services Limited was registered 28 years ago.
Status
Active
Size
Micro
Directors
4
Age
28 years old
Employees
15
Turnover
Unreported
Total Assets
£588.29K
Cash in Bank
£118.23K
Total Liabilities
-£370.03K
Teams
7
3
3
2
2
1
Client Relationship Manager • Joined Jul 2024
Administrator • Joined Jul 2021
Mortgage Administrator • Joined Jan 2023
Client Relations Coordinator • Joined Feb 2024
Mortgage And Protection Advisor • Joined Feb 2024
Employee
Paraplanner • Joined Sep 2024
Client Relations Coordinator • Joined Feb 2024
Mortgage And Protection Advisor • Joined Feb 2024
Paraplanner • Joined Sep 2024
Client Relationship Manager • Joined Jul 2024
Client Relations Coordinator • Joined Feb 2024
Administrator • Joined Jul 2021
Client Relations Coordinator • Joined Feb 2024
Mortgage Administrator • Joined Jan 2023
Mortgage And Protection Advisor • Joined Feb 2024
Paraplanner • Joined Sep 2024
Employee