Financial Services Hours: Monday to Friday 9am to 5pm Driving Directions: Heading North along Mutley Plain, go around the Hyde Park Public House and into Mannamead Road. We are then on the right hand side
At Equitas Financial we're dedicated to helping you secure your financial future and achieve your life goals. As an IFA firm, we offer expert guidance in a wide range of financial services, tailored to your unique needs. Home Life Daniel was born in the home counties and moved to the Southwest as a young child. Daniel lives with his wife, Nataliya, his three children and 2 dogs. Outside of work Daniel enjoys time with the family, holidays, golf and reading. Work Life Daniel joined the industry in 1994 with Prudential. In 2007 Daniel set up Equitas Financial (UK) Ltd and is qualified as a Chartered Financial Planner. Quirky Fact Daniel has been to the Highest and Lowest Bars in the world.Categories
About Us
Our Services:
1. Pensions: Secure your retirement with our expert pension planning. We help you make the most of your pension provisions, ensuring a comfortable retirement.
2. Investments: Grow your wealth with our personalised investment strategies. We offer a diversified approach to maximise returns while managing risks.
3. Inheritance Tax Planning: Preserve your wealth for generations to come. We help you navigate complex tax regulations to protect your legacy.
4. Cashflow Modelling: Gain financial clarity with our sophisticated cashflow modelling. Plan for major life events and make informed financial decisions.
5. Mortgages: Find the perfect mortgage tailored to your needs. We guide you through the mortgage process, making homeownership a reality.
6. Protection: Safeguard your financial security with our comprehensive protection solutions.
Why Choose Us?
• Independent and Unbiased: We have no allegiance to specific financial products or institutions, ensuring you receive advice that's truly in your best interest.
• Expertise: Our team of independent financial advisers have the knowledge and experience to guide you through complex financial decisions.
• Personalised Approach: Every financial plan we create is customised to your unique goals, priorities, and risk tolerance.
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Daniel Aslett
James Barkell
James Matheson
Rep/Contact Info
James was born in Weymouth but moved to Plymouth before starting school, as his parents returned home to the city. James lives with his partner, Keira and their 4 boys. Outside of work James enjoys watching his boys play football, cycling, running and walking his two dogs.
Work Life
James joined the industry in 2001 with Lloyds. In 2015 James joined Equitas Financial (UK) Ltd as an Independent Financial Adviser.
Quirky Fact
James has travelled at the speed of sound having flown on Concorde. James has also climbed all three highest mountains in the UK in under 24 hours.
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