Initial Consultation

Your journey begins with a no-obligation consultation - either in person or online. During this meeting, we take the time to understand your current financial position, your short and long-term goals, and what matters most to you. The insights gathered allow us to begin crafting a personalised financial plan tailored to your unique circumstances.

Expert Research & Insight

Following our initial meeting, we conduct detailed analysis of your existing financial arrangements. This includes assessing your suitability and alignment with your objectives. Our goal is to ensure every element of your plan supports your ambitions - both now and in the future.

Tailored Financial Planning

Once our research is complete and the advice approved; we’ll arrange a follow-up meeting to present our findings. If adjustments are recommended, we’ll explain them clearly, showing how each change helps bring your financial goals closer to reality. For your peace of mind, the suitability of all advice is backed by the St. James's Place Advice Guarantee.

Ongoing Support & Review

At Equillium, we believe financial advice is not a one-off event - it’s a long-term partnership. As your life and priorities evolve, we’re here to help you stay on track. We’ll agree on a review schedule that suits you and remain by your side to adapt your plan as needed, offering expert guidance every step of the way.