Equitas Financial (UK) Ltd - Plymouth

Address: 36 Mannamead Rd, Mutley, Plymouth PL4 7AF, United Kingdom.
Phone: 1752221188.
Website: equitasfinancial.net
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Toilet, LGBTQ+ friendly, Transgender safe space.
Opinions: This company has 54 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Equitas Financial (UK) Ltd

Equitas Financial (UK) Ltd 36 Mannamead Rd, Mutley, Plymouth PL4 7AF, United Kingdom

⏰ Open Hours of Equitas Financial (UK) Ltd

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About Equitas Financial (UK) Ltd

Equitas Financial (UK) Ltd, located at 36 Mannamead Rd, Mutley, Plymouth PL4 7AF, United Kingdom, stands out as a reputable financial services provider, particularly renowned for its expertise in financial planning. With a phone number 1752221188 readily available for inquiries, clients can reach out directly for personalized advice. Their comprehensive range of services is accessible not only through face-to-face meetings but also through convenient online appointments, ensuring flexibility for all their clients.

Key Features and Services

  • Specializing in financial planning, Equitas Financial offers tailored advice to meet diverse client needs.
  • Offering both online appointments and on-site services ensures clients can choose the method that suits them best.
  • Their facility boasts accessibility for all, including a wheelchair-accessible car park and amenities like a toilet.
  • Equitas Financial prides itself on being LGBTQ+ friendly and providing a safe space for transgender clients.

Location and Accessibility

Situated in Plymouth, Equitas Financial is easily accessible to both local residents and those further afield. Their commitment to inclusivity is further demonstrated by their accommodating facilities, making it a welcoming space for everyone.

Client Opinions and Ratings

Clients have left glowing reviews on Google My Business, with an impressive average rating of 5/5. Testimonials reflect a high level of satisfaction, highlighting the exceptional service provided by James Matheson, particularly noted for his expertise in mortgage advice and his kind, supportive demeanor. Such feedback underscores the company's dedication to client success and satisfaction.

Getting in Touch

For those seeking expert financial advice or planning, Equitas Financial offers a wealth of resources and personalized support. The company's commitment to accessibility and inclusivity, combined with their excellent client reviews, makes it a top choice for anyone looking to navigate the often complex world of finance with confidence. To learn more or to schedule a consultation, visit their website at equitasfinancial.net. Don't hesitate to reach out for your financial future – Equitas Financial is ready to assist you.

This summary encapsulates Equitas Financial (UK) Ltd's key features, services, and the positive reception they've garnered from clients, encouraging potential clients to contact them through their website for expert financial guidance.

👍 Reviews of Equitas Financial (UK) Ltd

Equitas Financial (UK) Ltd - Plymouth
Tom I.
5/5

I have just successfully purchased my first house, a daunting process made much simpler with the knowledge and expertise of James Matheson. A mortgage advisor who I wouldn’t hesitate to recommend to anyone. Thank you James, look forward to the next one.

Equitas Financial (UK) Ltd - Plymouth
Vicki P.
5/5

A fantastic service, which I can highly recommend. James spent time listening to what I needed and went above and beyond, offering financial advice where his communication throughout securing my mortgage deal was excellent. James was kind and supportive and I will definitely be returning to Equitas Financial UK for my future financial needs.

Equitas Financial (UK) Ltd - Plymouth
Julie W.
5/5

Incredible informative presentation given to our Year 13 students on Understanding Credit- the importance of financial behaviour. I cannot recommend James Matheson highly enough- professional, knowledgeable, trustworthy and very personable. Brilliant guidance, easy to digest and I can’t recommend him highly enough- what an absolute star!

Equitas Financial (UK) Ltd - Plymouth
Sasha P.
5/5

James was exceptional throughout the mortgage process. From our initial consultation to the final approval of our mortgage, James demonstrated exceptional professionalism, expertise, and dedication.

Right from the start, James took the time to understand our financial situation and homeownership goals, providing us with clear and comprehensive explanations of the different mortgage options available, ensuring we were well-informed to make the best decision. I appreciated his patience in answering all our questions and addressing any concerns we had throughout the process.

James’ personable approach and commitment to customer service made all the difference. He was always available for phone calls and emails, promptly responding with detailed and helpful information. His proactive approach in keeping us updated on the progress of our application was reassuring and made the entire process stress-free.

Additionally, James went above and beyond to secure the best possible interest rate for our mortgage.

Thanks to James, we are now proud homeowners, and couldn't have done it without his invaluable assistance. I highly recommend James to anyone in need of a mortgage advisor.

Equitas Financial (UK) Ltd - Plymouth
Lucy Y.
5/5

James Matheson has been exceptional to deal with. He is really knowledgeable and able to explain things in a way that has made sense, without making me feel stupid. He has been so patient and approachable throughout our remortgaging process and dealt with any questions quickly and efficiently. We will definitely continue to use James in the future.

Equitas Financial (UK) Ltd - Plymouth
Nadia H.
5/5

We cannot thank James enough for helping us through the morgage process. He made the whole process so easy for us, nothing was ever too much for him and he was always available for a phone call. We could not have asked for someone better to help us through a process which normally can be quite stressful. We highly recommend him to absolutely anyone who is looking to purchase or sell their house, you will never regret enlisting James’ help!!

Equitas Financial (UK) Ltd - Plymouth
Laura R.
5/5

James was really friendly and helpful throughout the mortgage process. He tried multiple options to get the best deal and made sure everything was sorted and going smoothly before the full application. He explained everything well along the way and kept in contact so I was updated. Would recommend.

Equitas Financial (UK) Ltd - Plymouth
Julia W.
5/5

My husband and I have been dealing with Equitas and Clive Ribbons for the last 7 years and have always found his advice and help invaluable. Always available if you need extra information and reviews are explained clearly and with you, the client, at the heart of it.

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