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Forum Wealth
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Equanimity IFA Ltd
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Helen Howcroft of Equanimity IFA Ltd

Address: 98 White Lion Street, London N1 9PF
Telephone: 020 7713 9356
Fax: 020 7837 7861
E-mail: helen@equanimity-ifa.co.uk
Visit our Web Site: www.equanimity-ifa.co.uk

Contact: Helen Howcroft

Equanimity IFA Limited specialises in holistic financial planning aimed at maximising your wealth. We provide expert advice in complex financial situations enabling you to take control of your finances rather than being controlled by them.

Why us? Put simply, we are qualified independent financial advisers with over ten years in the Life & Pensions industry and have our fingers firmly on the financial pulse being located in the centre of London. In addition, we make full use of the latest technologies in terms of research, for example, to offer you the best financial service.

What do we offer and how can we add value? We have a balanced approach to financial guidance. The nuts and bolts of our services include the following, but our assistance is bespoke once we together establish exactly where you are now, financially, and what you really need going forward:


Personal Financial Planning Business Financial Planning

  • Retirement Planning
  • Tax Planning
  • Lump Sum Investments
  • Regular Savings Plans
  • Life Cover
  • Income Protection
  • Residential Mortgages
  • Buy-to-Let Mortgages
  • Mortgage Protection

  • Company Pension Schemes
  • Tax Planning for Companies
  • Keyman Protection
  • Shareholder Protection
  • Partnership Protection
  • Group Life Cover
  • Group Critical Illness Cover
  • Group Protection
  • Group Healthcare


Why do you need financial advice?
We all have hectic lives, and often do not find the time to organise our financial affairs in the most efficient, and secure ways possible. Some people choose to employ a cleaner through lack of time to make their home comfortable after a long day at work. So why not let an independent financial adviser spring clean your financial affairs? We can give you access to a complete range of financial services - all in one place; a one-stop-shop if you like.

Often clients come to us feeling confused about the variety of options available to them. It is natural to be overwhelmed by the variety of financial products on the market and many people put off thinking about their financial future for another day, which never comes, and simply do nothing.

We understand how daunting financial decisions can be, so we take care to explain your choices to you in everyday terms, allowing you to make the best decisions for your own circumstances, without patronising you or blinding you with yawn-inducing financial jargon.


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