Financial Index › IFA Index › Equitas Financial Limited
Equitas Financial Limited
IFA Financial Advisers · Plymouth · Est. 2007
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Company Registration Details
| Registered company name | Equitas Financial Limited |
| Companies House number | 06329410 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | C/O Synergy Chartered Accountants Unit 6 Block 2 Barrack Court 4a William Prance Road, PL6 5ZD |
| City / Region | Plymouth |
| Date incorporated | 2007 |
| Years trading | 19 years |
| CH status | Active |
| Specialism | Recorded activity: 65300, 66220 (activities of insurance agents and brokers) |
| Index status | Claim this listing → |
About Equitas Financial Limited
Founded in 2007, Equitas Financial Limited has been active for 19 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
It is one of 9 ifa financial advisers listed in Plymouth on this index of 1663 UK firms in the category.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Charging structures vary, but all must be disclosed and agreed before advice is given.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
How to Choose the Right IFA Financial Adviser
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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| Curwins Financial & Mortgage Advisers LtdPlymouth · Est. 2012 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Equitas Financial Limited or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.