Equinox Financial Planning - York

Equinox Financial Planning, located at Escrick Business Park, 19a, York YO19 6FD, United Kingdom, is a reputable financial planning firm equipped with a wheelchair-accessible car park, entrance, and toilet. They are dedicated to providing financial planning services tailored to their clients' needs.

This company can be easily contacted at Phone: 1904819790. They have a user-friendly website, Website: equinoxfinancialplanning.co.uk, featuring the comprehensive range of financial planning services they offer.

Their specialties encompass offering expert advice on investments, pensions, inheritance tax planning, and savings. They cater to both individuals and businesses seeking professional financial planning guidance.

A remarkable feature of Equinox Financial Planning is their commitment to accessibility, with wheelchair-friendly facilities and toilets available. This aspect highlights their consideration for all clients, regardless of their physical abilities.

Based on 2 reviews on Google My Business, Equinox Financial Planning has received an impressive average opinion: 5/5. These reviews demonstrate the company's dedication to delivering exceptional financial planning services and maintaining strong relationships with their clients.

Reviews of Equinox Financial Planning

Darren Fawcett

5/5

I needed help managing pension funds and investments. I specifically needed financial planning advice to look at current and future needs as well as critical illness and life insurance policies. I'm a busy business owner with little time, I gave Alan a quick brief of what I needed, he was super efficient, I was really impressed with his in depth knowledge on the best solutions for me, also the most tax efficient way to pay for the policies. I have absolutely no hesitation in highly recommending Alan.

Andy Twigg

5/5

I have used and recommended Equinox Financial Planning for many many years.
Professional, approachable and always available to offer help and advise.
Andy Richardson sets the tone at the top and is fully backed up by all the amazing support staff.
Thank you guys.