About Equity & General
Securo is a programme of Equity & General Financial Services Limited, which is directly authorised and has advised private clients since February 1997.
Securo is a programme of Equity & General Financial Services Limited, which is directly authorised and has advised private clients since February 1997.
Equity & General has advised private clients from 2 Charterhouse Mews, London since 1997. It is directly authorised and regulated by the Financial Conduct Authority under number 474163, and registered in England under company number 03314593.
The firm built its own compliance, paraplanning and administration teams to run its own advice business. Securo opens those teams to independent advisers approaching retirement.
eandgfs.com
For advisers stepping back over time. Keep advising on Equity & General’s infrastructure, with the exit agreed at the start.
For advisers selling their client relationships now: immediate acquisition, full novation and a handover on your timetable.
For accountants who introduce clients to regulated advice from Equity & General.
The FCA-authorised firm that advises the clients in each of the three programmes.
Equity & General Financial Services Limited, registered in England, company number 03314593.
Directly authorised and regulated by the Financial Conduct Authority, firm reference number 474163. You can check it on the FCA Register.
2 Charterhouse Mews, London, EC1M 6BB.
If we cannot resolve a complaint between us, the Financial Ombudsman Service is available to settle it.
Steven Bates, Director of Advisory at Equity & General, takes the first call with every adviser. Ring him on 020 8396 0486 or send a short note about your firm.