Equitas Financial (UK) Ltd - Plymouth

Address: 36 Mannamead Rd, Mutley, Plymouth PL4 7AF, United Kingdom.
Phone: 1752221188.
Website: equitasfinancial.net
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Toilets, LGBTQ+ friendly, Transgender safe space.
Opinions: This company has 53 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Equitas Financial (UK) Ltd

☎️1752221188

⏰ Open Hours of Equitas Financial (UK) Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Equitas Financial (UK) Ltd: A Comprehensive Overview

Address: Located at 36 Mannamead Rd, Mutley, Plymouth PL4 7AF, United Kingdom, Equitas Financial (UK) Ltd is a prominent financial planning company serving clients with exceptional services.

Phone: To connect with the expert team at Equitas Financial (UK) Ltd, call 1752221188. Their friendly and knowledgeable staff are ready to assist you.

Website: Visit equitasfinancial.net to learn more about the services offered by Equitas Financial (UK) Ltd, access their online appointment booking system, and explore their comprehensive portfolio.

Specialties and Services

Specializing in financial planning, Equitas Financial (UK) Ltd provides personalized advice tailored to an individual's unique financial situation. They prioritize transparency and communication, ensuring clients feel informed and confident in their financial decisions.

Other Points of Interest

Online appointments - For added convenience, Equitas Financial (UK) Ltd offers online booking options to make scheduling your consultation a breeze.
On-site services - With a dedicated team of financial advisors, Equitas Financial (UK) Ltd is committed to providing exceptional, in-person support.
Wheelchair-accessible car park - Their parking facilities cater to individuals with mobility requirements, ensuring easy access to the office and services.
Toilets - Equitas Financial (UK) Ltd is aware of the importance of accessibility and has ensured clean, accessible washrooms are available for clients and visitors.
LGBTQ+ friendly - Embracing diversity, Equitas Financial (UK) Ltd offers a welcoming environment for all clients, including members of the LGBTQ+ community.
Transgender safe space - The team at Equitas Financial (UK) Ltd is committed to providing a safe and inclusive environment for all clients, regardless of gender identity.

Opinions and Reviews

Equitas Financial (UK) Ltd has garnered a phenomenal reputation, with 53 reviews on Google My Business. The average opinion is a glowing 5/5 stars, a testament to the exceptional service and support they provide.

One satisfied client noted, "A fantastic service, which I can highly recommend. James spent time listening to what I needed and went above and beyond, offering financial advice where his communication throughout securing my mortgage deal was excellent. James was kind and supportive, and I will definitely be returning to Equitas Financial UK for my future financial needs."

This glowing endorsement is just one example of the positive experiences clients have had working with Equitas Financial (UK) Ltd. The company's dedication to personalized service, exceptional communication, and ongoing support sets them apart from other financial planning firms.

Final Recommendation

If you're seeking a reliable, friendly, and knowledgeable financial advisor, look no further than Equitas Financial (UK) Ltd. For a comprehensive range of financial planning services, visit equitasfinancial.net or contact them via phone at 1752221188. Don't miss the opportunity to take control of your financial future with the expert guidance of Equitas Financial (UK) Ltd.

👍 Reviews of Equitas Financial (UK) Ltd

Vicki P.

5/5

A fantastic service, which I can highly recommend. James spent time listening to what I needed and went above and beyond, offering financial advice where his communication throughout securing my mortgage deal was excellent. James was kind and supportive and I will definitely be returning to Equitas Financial UK for my future financial needs.

Julie W.

5/5

Incredible informative presentation given to our Year 13 students on Understanding Credit- the importance of financial behaviour. I cannot recommend James Matheson highly enough- professional, knowledgeable, trustworthy and very personable. Brilliant guidance, easy to digest and I can’t recommend him highly enough- what an absolute star!

Tom I.

5/5

I have just successfully purchased my first house, a daunting process made much simpler with the knowledge and expertise of James Matheson. A mortgage advisor who I wouldn’t hesitate to recommend to anyone. Thank you James, look forward to the next one.

Nadia H.

5/5

We cannot thank James enough for helping us through the morgage process. He made the whole process so easy for us, nothing was ever too much for him and he was always available for a phone call. We could not have asked for someone better to help us through a process which normally can be quite stressful. We highly recommend him to absolutely anyone who is looking to purchase or sell their house, you will never regret enlisting James’ help!!

Luna’s F.

5/5

James Matheson has been extremely helpful in sorting my life out quite literally. Life insurance, mortgage and general financial advice and knowledge has been shared in great detail. Very knowledgeable, honest and trustworthy guy. Thanks for all of your help and for simplifying everything perfectly.

Julia W.

5/5

My husband and I have been dealing with Equitas and Clive Ribbons for the last 7 years and have always found his advice and help invaluable. Always available if you need extra information and reviews are explained clearly and with you, the client, at the heart of it.

Leonora P.

5/5

Can’t recommend James enough! His wealth of knowledge and experience just me and my partner at great ease. Super contactable and willing to help whenever and however he can. He completely saved our mortgage for us at times when it was touch and go and completely pulled it out the bag. Super friendly and explains the process in the most easy and understandable way. Thank you for everything James!

Sasha P.

5/5

James was exceptional throughout the mortgage process. From our initial consultation to the final approval of our mortgage, James demonstrated exceptional professionalism, expertise, and dedication.

Right from the start, James took the time to understand our financial situation and homeownership goals, providing us with clear and comprehensive explanations of the different mortgage options available, ensuring we were well-informed to make the best decision. I appreciated his patience in answering all our questions and addressing any concerns we had throughout the process.

James’ personable approach and commitment to customer service made all the difference. He was always available for phone calls and emails, promptly responding with detailed and helpful information. His proactive approach in keeping us updated on the progress of our application was reassuring and made the entire process stress-free.

Additionally, James went above and beyond to secure the best possible interest rate for our mortgage.

Thanks to James, we are now proud homeowners, and couldn't have done it without his invaluable assistance. I highly recommend James to anyone in need of a mortgage advisor.