EQ Financial Planning Ltd

Welcome to our website

EQ Financial Planning (EQFP) Ltd offers a complementary service to EQ Accountants’ LLP individual and business clients ensuring that they receive a consistently high standard of service. We also offer a bespoke personal service to clients not associated with EQ Accountants LLP.

We are here to help you take care of your financial affairs enabling you to concentrate on other aspects of your life/business.

Services

EQFP Ltd offers a substantial range of financial services for both private individuals and corporate clients. This includes life, medical and health protection, wealth management, pre and post retirement planning, inheritance tax mitigation and Auto Enrolment consultancy.

We appreciate how difficult it can be to find a combination of good service and knowledgeable advice and believe that financial services should be advice-led and should never be motivated by remuneration.

We will offer advice and services to a wide and varied client base, underpinned by professional care and attention which our existing clients have become accustomed to and new clients can benefit from.

EQ Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA).
The FCA does not regulate tax advice or will writing. Our Financial Services register number is 575160.
Registered office is at Westby, 64 West High Street, Forfar, DD8 1BJ.
Registered in Scotland. Register number 397605.