Equity & General Financial Services runs the Pecunia partnership. It gives the pension, investment and estate planning advice to the clients your firm introduces, and carries the regulatory responsibility for that advice.
Equity & General is an FCA-authorised financial planning firm, building a wealth advisory group. In its partnership programmes the client’s interests come first, and the advisers and partner firms share in the value of the advice.
Director of Mortgages & Commercial Finance, Equity & General
Mike heads the Pecunia partnership programme. He is the person your firm deals with, from the first conversation to how the partnership is set up and run.
He also runs Equity & General’s own mortgage and commercial finance business.
Your firm keeps its existing permissions, its way of working and its client relationships when its clients take pension, investment and estate planning advice from Equity & General.
Equity & General carries out the fact-find, writes the suitability report and carries the regulatory responsibility for the advice it gives.
Your firm can also place mortgages through Equity & General on comparable terms.
Your firm keeps the mortgage and protection advice. Equity & General gives the pension, investment and estate planning advice, and a named partnership manager sets the arrangement up with you.