Equanimity IFA Limited specialises in holistic financial planning aimed at maximising your wealth. We provide expert advice in complex financial situations enabling you to take control of your finances rather than being controlled by them.

Twitter profile

Update Share

Anna Day

Jun 10, 2021

Report

Highly Recommend- reliable, clear advice, and very responsive. I feel like I am in safe hands with them which his a huge piece of mind.

Keren Lerner

Dec 19, 2020

Report

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!