Who We Are
Welcome to Equilius Private Wealth. We are a specialist financial planning and money management firm for high net worth private clients, families and trustees, with offices in London and Hertfordshire.
What We Offer
You'll need a Wealth Strategy to make the most of your life. Whether you wish to acquire more, protect more, spend more or give more away - we'll make a Wealth Strategy for you - to power you and your dreams.
Attend Our Seminar
It's as easy as 1, 2, 3...
1. You Request
If you are interested in attending our Succession Planning Seminar then simply call us on Freephone 0800 321 3074 or scroll down to the Confidential Request Form below.
2. We Confirm
We run various events so will get in touch to Verify Your Request and obtain any additional information we may require. We will then write to you in Confirmation of Your Place.
3. You Attend
Now that your place is confirmed we look forward to welcoming you. And, please rest assured there is nothing for you to prepare. We'll take care of everything on the day.
How We Do It
We believe that your Wealth Strategy will be as unique as you and therefore offer a proprietary approach to 'Integrate Wealth Strategy' when we start and for 'Wealth Strategy Progress' as we continue.
Integrate Wealth Strategy
3 Step Process with Key Milestones for Client Onboarding
Discover
We usually offer a free Gap Analysis Meeting to understand what you have, need and want - and if we can help - we will prepare a Wealth Outlook Report for further discussion.
Evaluate
We follow up with a Wealth Outlook Meeting to answer your questions and prioritise your actions. This often continues into relaxed Wealth Strategy Dialogue before integration.
Integrate
We conclude by taking your instructions to get things done for your prioritised Financial Planning and Money Management actions. Legal drafting may be suggested if required.
Wealth Strategy Progress
2 Step Routine with Key Outcomes for Client Relationship
Our Reviews
We were cautious at the start and gradually increased our commitment over the first year. Now you look after all our investments and both our trusts. We're very comfortable with our position and our potential. Keep up the good work!
You’ve always been courteous, patient, professional and knowledgeable explaining complex investments in easily understandable language.
We went through our finances with you by looking at every detail before deciding on our plan. Since then, we’ve had plenty of regular income and we’re enjoying our retired lives. We leave the worrying to you and trust you to do what’s best.
Our investments were managed traditionally within the family. Recognising the associated risks, we decided to enlist professional help. A well-known Private Client Firm was selected on global track record. Frustration at an arm’s length relationship, the need for more relevant portfolio management and better estate planning, led us to you where we’ve found good, flexible, professional support.
