Equity & General
The FCA-authorised advice firm that acquires the book and advises your clients afterwards.
The details
Equity & General Financial Services Limited, registered in England under number 03314593 and incorporated on 7 February 1997. Directly authorised and regulated by the Financial Conduct Authority, firm reference number 474163. Head office: 2 Charterhouse Mews, London, EC1M 6BB.
What the firm does
Financial planning, pensions and retirement, investments, mortgages, family and business protection, wills and estate planning, succession and intergenerational planning, commercial finance and tax planning — advised on by people who talk to each other.
The partnership programmes
Advisor Group carries two of E&G's four partnership programmes: Fiducia and Securo, both for financial advisers. The other two — Altro, for accountants and solicitors, and Pecunia, for mortgage brokers — sit alongside and share the same regulatory home.
Why it matters here
Acquiring a book of regulated advice clients and continuing to advise them requires an authorised firm. E&G is that firm, which is why the terms and the aftercare are agreed with the same people.
Talk to the acquirer.
Twenty minutes, confidential, and no obligation.
- A buyer, not a broker
- Confidential from the first call
- Value my practice